Nvidia's chip securitization may unravel as Cerebras jumps on Microsoft, Oracle deals
TiernanRayTech · x · 2026-11-14
The author argues Nvidia's creative financing to protect market share amid a GPU glut — such as securitizing chips — may now unwind as calmer heads prevail, with new CEO Colette Kress reportedly rethinking the flamboyant financing of the AI boom. He calls it the bubble unwind.
In stocks: AI chip challenger Cerebras Systems jumped in early trading after announcing deals with Microsoft and Oracle, broadening its customer lineup. Applied Materials and Cisco delivered healthy results but traded lower — Cisco's order growth appears to be peaking, and analysts see Applied's valuation multiple compressing.
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