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NVDABULLISHCore thesis · 5/5

Half-trillion-dollar AI infrastructure financing package

A consortium of major financial firms and NVIDIA unveiled a $500 billion funding package to finance the AI infrastructure buildout, framed as a way to provide smoother access to capital for NVIDIA's customers.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE