CRWV\u2019s stock<\/a> climbed more than nearly 3% in pre-market trade, while\u00a0NBIS stock<\/a> rose over 5%. Retail sentiment on Stockwits diverged around the two companies, with sentiment around CRWV trending in \u2018bearish\u2019 territory over the past day, while NBIS saw sentiment in the \u2018bullish\u2019 zone.\u00a0<\/p>\n How Nvidia Could Help Fund The Next AI Buildout<\/p>\n According to the\u00a0report<\/a>, Nvidia’s proposed financing support is tied to a 10-gigawatt AI data center campus in southern Ohio being developed by SoftBank’s energy subsidiary. The project is expected to cost more than $500 billion, including computing hardware.<\/p>\n The reported $250 billion guarantee would support construction financing and lease obligations, helping\u00a0OpenAI<\/a> obtain more attractive financing despite not holding an investment-grade credit rating.<\/p>\n The Wall Street Journal also reported that Nvidia is discussing financing OpenAI’s purchase of Nvidia chips for the campus, a package that could total another $350 billion.<\/p>\n The first phase of the project, representing roughly 800 megawatts of capacity, is expected to begin operating in 2028.\u00a0Microsoft<\/a> (MSFT),\u00a0Alphabet’s Google<\/a> (GOOG, GOOGL), and\u00a0Anthropic<\/a> have also reportedly expressed interest in using the campus.<\/p>\n Not Everyone Is Convinced<\/p>\n Investor Michael Burry and technology commentator Ed Zitron\u00a0questioned<\/a> the arrangement over the weekend, stating that it resembles the interconnected financing relationships critics have highlighted among Nvidia, OpenAI, CoreWeave and other AI infrastructure companies.<\/p>\n Rana, however, said the next major test for the investment thesis will come during earnings season. “Alphabet’s capex increase last week pointed to sustained hyperscaler spending, and similar signals from Microsoft, Amazon and Meta would reinforce our view that high-end AI computing remains supply-constrained,” he said.<\/p>\n He added that investors will also watch whether Google extends similar credit-support arrangements to other cloud providers, following its previous support for Fluidstack, which could further reduce financing costs across the AI infrastructure sector.<\/p>\n NVDA\u2019s stock<\/a> edged 0.7% higher in pre-market trade. The firm on Monday\u00a0announced<\/a> the Open Secure AI Alliance (OSAA), a coalition of nearly 40 technology companies that will jointly develop open-source tools designed to help organizations defend against AI-powered cyberattacks.<\/p>\n Read also:\u00a0CORZ Stock Falls On Lone Wall Street Downgrade \u2013 Analyst Hikes Targets For CLSK, CIFR, HUT<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com<\/p>\n
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