NVDA | Weekly | Haru Insights

NVIDIA’s $105 billion credit deal with SB Energy to power OpenAI’s Ohio data center marks a pivotal moment in AI infrastructure financing, solidifying NVDA’s central role in deploying frontier AI at scale.
SoftBank’s confirmed liquidation of its entire $5.8 billion stake in NVIDIA by 2025, redirecting capital toward OpenAI and Arm, signals a strategic shift that challenges the long-term alignment between AI software and hardware ecosystems.

NVDA’s dominance in AI infrastructure is now a global strategic imperative, with its chips forming the unshakeable backbone of sovereign AI initiatives and next-gen computing—proving it’s not just a vendor, but the central nervous system of the AI era.
The company’s deep financial integration into the AI economy—through massive credit deals and ecosystem partnerships—confirms its status as the indispensable engine driving AI innovation, not just a supplier.
Rising institutional confidence, with hedge fund holdings surpassing $93.7 billion and inclusion in Buffett-inspired ETFs, validates NVDA as a “wonderful business at a fair price,” even at premium valuations.
NVDA’s expansion into quantum-AI research with IonQ and glass substrate partnerships with TSMC and SK Group demonstrates proactive leadership in shaping the future of high-performance computing beyond current GPU limits.
The Ohio data center project with SB Energy is a monumental validation of NVDA’s ability to secure massive infrastructure financing, reinforcing its role as the cornerstone of AI’s physical backbone.

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