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Varun Govindaraj

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Situations

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AI infrastructure financing & Nvidia stake Aug 2026

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Latest: Nvidia's AI Chip Lead Drives Stock Rise and Intensifies Market Rivalry

Nvidia’s AI‑chip dominance continued through mid‑2026, posting record fiscal‑2027 Q1 revenue of $81.6 billion and expanding its $80 billion share‑buyback. The company raised $25 billion in senior‑note debt and launched a