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| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Soars as OpenAI Gigawatt Data Center Plans Signal $35B Hardware Orders | GuruFocus | Login to see the signal | |
NVDA: Nvidia Faces Massive Tailwinds from OpenAI Data Center ExpansionSummaryOpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite financing, energy, and competition risks. |
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