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The key takeaway: NVIDIA isn’t just selling AI chips anymore—it’s helping finance and organize the infrastructure behind AI.
The reduced guarantee from the previously discussed $250B to $105B also suggests NVIDIA is participating while keeping its credit exposure more controlled
For BTC, the connection is indirect: expanding AI infrastructure requires enormous amounts of capital and credit, reinforcing the broader narrative of monetary/credit expansion. But this deal isn't a direct BTC catalyst
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