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Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can generate revenue, creating a financing bottleneck that could otherwise slow demand for Nvidia's GPUs. …