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

Kleines Muster erkennbar, es wird wieder umgeschichtet von Software in KI 🤖

Die Frage ist eher, warum nicht!

Warum sollte heute 180€ kommen?

und weiter: 'Moreover, Nvidia is getting in on the ground floor of some start-ups that may one day become household names. In the first quarter, the company booked $16 billion in unrealized gains across its public and private holdings, adding significantly to the company’s operating income of $54 billion. Though most of that was the rise in the Intel stock price, it may be a harbinger for the future. With every investment, Nvidia has an ulterior motive—building up the AI ecosystem, and thus the long-term demand for its market-leading AI products. Almost all of Nvidia’s investments are in indirect customers, so much of it will return to Nvidia as revenue in the end. That’s likely the case for the deal reported by the Wall Street Journal on Sunday, in which Nvidia is said to be in negotiations to guarantee up to $250 billion for OpenAI’s lease and debt for a massive data center in Ohio. The project, which is being spearheaded by SoftBank Energy, is planned to open in phases beginning in 2028, with a total cost approaching half a trillion dollars. For now, though, Nvidia is operating from a comfortable spot. It may never see any of that $250 billion leave its coffers. Mostly, it’s lending its good name—and stellar balance sheet—to help SoftBank secure a lower interest rate for its data center buildout. Nvidia is rated at AA by Standard & Poor’s versus BB+ for SoftBank. Meanwhile, OpenAI is a private company with high growth and endemic losses it covers by selling large equity stakes, including a $30 billion commitment from Nvidia earlier this year. CoreWeave, the pure-play AI cloud firm, has proven the utility of partnering with wealthy firms. Its debt backed by contracts with Meta Platforms carries an interest rate of 5.9%. CoreWeave’s other debt—not backed by contracts—yields something closer to 10%. Nvidia is also expending cash on CoreWeave with a 9% stake in the company and a $6 billion deal to backstop any idle AI cloud computing capacity at CoreWeave, a way to give CoreWeave lenders confidence in the company’s aggressive growth plans. This relationship has been Exhibit A in the circular financing worries since Nvidia is CoreWeave’s most important supplier, a customer, and an investor. The investments leave Nvidia that much more exposed to a potential AI bubble, some skeptics say, and the cost of insuring against an Nvidia default has shot up in recent weeks. But any kind of Nvidia default talk is just that—talk—particularly because the company has protected itself along the way. It doesn’t hurt that it still has $81 billion in cash and short-term securities on its balance sheet, and just $8.5 billion in debt.'

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.