NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Nvidia’s Creative Financing Is More Reward Than Risk By Adam Levine July 29, 2026, 2:30 am EDT 'Nvidia has generated $191 billion in cash flow over the last two years, with another $49 billion coming this quarter alone, according to analyst estimates. (I-Hwa Cheng / AFP via Getty Images) The Bank of Nvidia. When it comes to circular financing, Wall Street may have the wrong idea. Nvidia’s need to invest across the AI landscape doesn’t stem from a lack of financing options—it comes from having too much cash. Nvidia has generated $191 billion in cash flow over the last two years, with another $49 billion coming this quarter alone, according to LSEG estimates. Nvidia isn’t the first megacap to suffer from the issue of too much cash. When Apple had the problem in 2012, it began a cash return program that has now sent over a trillion dollars back to shareholders as dividends and share repurchases. Nvidia has recently begun to spend more on cash return than it has in the past, but it’s taking a fundamentally different route with the lion’s share of the cash. The chip maker is acting as a combination of venture capitalist and central bank for the artificial-intelligence ecosystem. It’s both investing in other companies, and providing confidence as the “buyer-of-last-resort” for the artificial-intelligence cloud. It’s buying stakes in AI-focused companies, both public and private. Most notably, it now owns a 4.3% piece of Intel, along with positions in Coherent, Synopsys, and Marvell. At the end of April, the company’s publicly traded equity securities were worth $39 billion, up from $381 million at the end of fiscal year 2025 in January. And that’s just the public companies. At the end of 2025, Nvidia valued its private-equity investments at $3.4 billion. By the end of April, that had exploded to $42 billion. There were also $27 billion in investment commitments listed in Nvidia’s latest quarterly filing, likely boosted by a February OpenAI deal. The company expects those investments to be completed this fiscal year. According to FactSet, Nvidia has made 66 private company investments in calendar 2025 and 2026, including Monday’s news of a second round of funding for OpenAI co-founder Ilya Sutskever’s Safe Superintelligence. Nvidia is making bets across a range of start-ups in the AI ecosystem from model makers to chip makers to robotics to software. Investments range from tens of millions of dollars to tens of billions. Much of it is contingent on performance milestones—and only guaranteed if Nvidia’s own criteria are met. So far, for instance, the company has paid $13 billion of a $17 billion agreement with chipmaking start-up Groq. It could prove a savvy deal for Nvidia, which isn’t buying Groq outright but rather getting a nonexclusive license to Groq’s chips and other technology, while also hiring the company’s most important engineers, including the founder. Nvidia is now pitching AI servers built around Groq chips as complementary to its industry-leading Vera Rubin servers for certain types of AI workloads. Nvidia has no equity in the rump and Groq still operates independently.'

Nein, der hat wahrscheinlich Haus und Hof mit KI verloren.

Octavia bist du es?

Wahnsinn wie jeder nur Gewinnen kann.

Jeder Anstieg wird verkauft, niemand will noch Verluste machen. Blase ist geplatzt. Alles andere ist Wunschdenken.

Sk hynix und Micron heute Abverkauf. Nvidia wird nachgeben nach unten wie auch der der gesamte Ki Markt. Vertrauen der Anleger ist weg, das Geld auch. Siehe auch Dotcom.

160 war gestern (von einigen erhofft), heute ist 180 realistisch. Nvidia is too big to fail.

Heute 160

Stimmt, dein Auftreten hier ist wirklich sehr peinlich. Wieviel Geld hast du denn gestern mit deinem Short verbrannt?

OK

Top Entscheidung. Die 200 waren quasi ideal. Es ist klar, dass die Aktie in den nächsten Jahren eher langweilig laufen wird oder kräftig korrigieren. Zeit, sich neue Aktien und Storys anzuschauen. Das Kapital ist hier nur gebunden und riskant angelegt.

Ich denke mit Funny-Frisch wird NVIDIA noch ordentlich Konkurrenz bei Chips bekommen.

Nachdem ich bei 200 alles verkauft habe, fange ich langsam an Positionen aufzubauen. Also runter ist Geil!

Bist du nicht der Typ der gestern auf fallende Kurse bei NVIDIA gesetzt hatte? 😂

Im zweiten Quartal steigerte SK Hynix den Umsatz gegenüber dem Vorjahr um 257 % auf 79,3 Bio. KRW. Gegenüber dem Vorquartal betrug das Wachstum 51 %. Der operative Gewinn sprang um 557 % auf den Rekordwert von 60,5 Bio. KRW. Die operative Marge verbesserte sich um fünf Prozentpunkte auf außergewöhnliche 76 %.