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the AI Revolution Have Happened Without NVIDIA?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164583814","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164583814?lang=en_us&edition=fundamental","pubTime":"2026-08-27 18:41","pubTimestamp":1787827275,"startTime":"0","endTime":"0","summary":"The question crossed my mind while listening to Chief Executive Jensen Huang speak during the earnings call following NVIDIA's blockbuster quarterly report yesterday. 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Passes Tough Test, but Financing Risk Persists","url":"https://stock-news.laohu8.com/highlight/detail?id=2662708805","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662708805?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:53","pubTimestamp":1787824380,"startTime":"0","endTime":"0","summary":"0953 GMT - Nvidia's results are reigniting the artificial-intelligence chip trade, but as financing gets more and more circular, tech giants could be on borrowed time, says Nic Puckrin, cross-asset analyst and founder of Coin Bureau. Sandisk, Micron and Hynix all look set to open around 5% higher, and Broadcom is also looking stronger premarket. For Puckrin, the biggest question is around Nvidia's $500 billion AI financing deal with asset managers. This might seem like a smart move while demand for AI chips is insatiable, he says, but if that falters, Nvidia and its lending partners will be stuck with collateral in the form of AI chips that no one wants to buy. Nvidia has kicked the can down the road. Next quarter, it will face the same 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There be an AI Revolution if There were no Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053770","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053770?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:50","pubTimestamp":1787824200,"startTime":"0","endTime":"0","summary":"Nvidia wins with both, he said.\"The world will need both closed models and open models, and both closed models and open models are skyrocketing in use,\" he said. \"Most, I would say, nearly all open models run on Nvidia, and the reason for that is because Nvidia's footprint around the world is the highest.\"The so-called frontier models such as Anthropic and OpenAI?\"I'm fairly certain we're the only platform that runs every frontier model.\"Erle Norton Managing Editor, CEO BriefMore Insights: Check out our podcast, Leaders, hosted by Alan MurrayThree Stories Every CEO Should ReadThe $2 Billion Brawl Over a Ruinous Wood-Pellet TradeFed's Cook Says She Never Committed FraudGoogle Moves AI-Responsibility Team Out of DeepMind Lab in Latest Shake-UpThe Quote of the DayAbout UsCEO Brief is written and edited by a team from The WSJ Leadership Institute: Alan Murray, president; Erle Norton, C-Suite Content managing editor; and Lila MacLellan, CEO Brief editor.The Leadership Institute aims to 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