Why did Huang rush a $50B SPV fund and cut Ohio data center plans?
GaryMarcus · x · 2026-08-19
Citing Zero Hedge, Gary Marcus notes that while the stock market still favors Nvidia ($NVDA), lenders are taking a different view. The report highlights two potential clues: why Jensen Huang forced private credit firms to rush out a $50B SPV replacement fund, and why Nvidia slashed its $250B Ohio data center commitment to just $105B.
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