Edition No. 51 · Wed 12 Aug 2026 · Story 9 of 33

Nvidia's Risky Business

Stratechery

Ben Thompson argues Nvidia's $500B third-party capital plan preserves its margins by finding pension and insurance money to bear the risk.

Read it at Stratechery ↗
AdTech and media

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  1. 10 · SemaforNvidia to help boost value of old chips
  2. 11 · SemaforUS to sit out Intel's $15B offering
  3. 12 · SemiAnalysisGemini is Cooked, but GCP is Cooking
  4. 13 · SemaforMore OpenAI executives exit
  5. 14 · SemaforAnthropic models tackle cryptanalysis

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