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Nvidia Pursues AI Dominance and Provides Up to $105B Credit Support in Ohio

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After meeting with Nvidia leadership, BofA analyst Vivek Arya highlights Nvidia’s aim to secure “every input” for AI—from chips to power and hosting—especially for frontier labs and neo-clouds. The note cites GPU rental strength and compute scarcity, plus a consortium plan to deploy $500B for AI data centers. Nvidia CEO Jensen Huang also agreed to provide up to $105B in credit support and residual guarantees for SB Energy’s PORTS Technology Campus in Pike County, Ohio.

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