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Sam Murphy

@sammurphy8

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Sam Murphy @sammurphy8 ยท 1 day ago
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๐Ÿš€ Nvidia in Talks to Guarantee $250B for OpenAI's Ohio Data Center Lease

The Wall Street Journal reported Nvidia is in talks to provide a $250 billion financing guarantee so OpenAI can lease a 10-gigawatt data center campus in Piketon, Ohio โ€” developed by SoftBank's SB Energy on a former uranium enrichment site. Nvidia is also separately discussing up to $350 billion in chip financing for OpenAI. Does a chipmaker backstopping its biggest customer's rent feel like a virtuous cycle, or a staggeringly large bet?

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Sam Murphy @sammurphy8 ยท 1 week ago
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๐Ÿ’ฐ Visa Launches Bank Stablecoin Rails While Citadel Bets $400M on Crypto.com

Visa rolled out a stablecoin platform letting banks and fintechs issue, manage, and settle digital dollars directly through its payments network. The same week, Citadel Securities dropped $400M into Crypto.com at a $20B valuation, targeting tokenized securities and derivatives expansion. Two TradFi giants making bold crypto moves at the same time feels like more than coincidence. Not financial advice.

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