{"id":201369,"date":"2026-08-25T11:02:13","date_gmt":"2026-08-25T11:02:13","guid":{"rendered":"https:\/\/www.europesays.com\/people\/201369\/"},"modified":"2026-08-25T11:02:13","modified_gmt":"2026-08-25T11:02:13","slug":"nvidia-invites-investor-scrutiny-of-capital-spending-with-perplexity-talks","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/people\/201369\/","title":{"rendered":"Nvidia Invites Investor Scrutiny of Capital Spending With Perplexity Talks"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The Earth revolves around the sun, and quarterly earnings revolve around Nvidia. The world\u2019s most valuable company reports tomorrow, giving investors a peek at a balance sheet that the tech industry interprets like a tarot deck.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Analysts expect Nvidia\u2019s fortunes to <a href=\"https:\/\/finance.yahoo.com\/news\/nvidias-q2-earnings-to-test-resurgent-ai-trade-112502189.html\" rel=\"nofollow noopener\" target=\"_blank\">hold strong<\/a> for the second quarter, with Bloomberg\u2019s experts predicting a 96% jump in the chipmaker\u2019s revenue compared to the year-ago period. The hyperscalers Nvidia counts on, including Amazon, Google and Microsoft, have been reporting strong cloud growth, signaling their spending isn\u2019t slowing.<\/p>\n<p class=\"wp-block-paragraph\">But as fears mount around massive AI spending, investors will be scouring Nvidia\u2019s capital outflows for signs the industry can sustain its growth. Over the weekend, The Information reported on a new deal in the works between Nvidia and AI search engine Perplexity that could signal Nvidia\u2019s spending is still ramping up.\u00a0<\/p>\n<p>Buying the Whole Neighborhood<\/p>\n<p class=\"wp-block-paragraph\">Nvidia is putting its massive cash flow to work, with The Information reporting on Sunday that the chipmaker is in talks to invest in Perplexity. The fund infusion would juice Perplexity\u2019s valuation to $30 billion, up more than 50% from its last round a year ago.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The deal would expand Nvidia\u2019s growing role as a landlord of sorts in the AI industry:\u00a0<\/p>\n<p>The deal would <a href=\"https:\/\/www.reuters.com\/technology\/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-information-2026-08-24\/\" rel=\"nofollow noopener\" target=\"_blank\">secure<\/a> Nvidia a stake in Perplexity ahead of its planned IPO in 2028. It also gives Nvidia a foothold in inference, meaning AI that processes users\u2019 prompts and responds with relevant outputs. In Perplexity\u2019s case, that means generating search results. As Google has shown, curating search can be a powerful role, but rivals, including Google itself, abound.<\/p>\n<p>Nvidia also said this month it\u2019s teaming up with Wall Street to help mobilize $500 billion toward AI infrastructure development. In addition, the chipmaker plans to line up as much as $105 billion to help SB Energy and OpenAI build an 8-gigawatt data center in Ohio (that\u2019s enough energy to power millions of homes).<\/p>\n<p class=\"is-style-has-asterisk wp-block-paragraph\">AI\u2019s Warren Buffett: Nvidia\u2019s earnings are starting to <a href=\"https:\/\/www.wsj.com\/finance\/stocks\/wall-street-is-counting-on-nvidia-to-keep-the-ai-party-going-7e7caf0c\" rel=\"nofollow noopener\" target=\"_blank\">feel like<\/a> a Berkshire Hathaway event, where people hang on CEO Jensen Huang\u2019s every word like they did with Warren Buffett, according to Zacks strategist Brian Mulberry. Investors are paying close attention to which AI companies get Huang\u2019s Midas touch, and which don\u2019t.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"The Earth revolves around the sun, and quarterly earnings revolve around Nvidia. The world\u2019s most valuable company reports&hellip;\n","protected":false},"author":2,"featured_media":201370,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[149],"tags":[3985,2326,574,575,613,19004],"class_list":["post-201369","post","type-post","status-publish","format-standard","has-post-thumbnail","category-jensen-huang","tag-data-center","tag-earnings","tag-jensen-huang","tag-nvidia","tag-openai","tag-perplexity"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/117155813747654134","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/201369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=201369"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/201369\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/201370"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=201369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=201369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=201369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}