The Buyer Gets Paid To Be A Buyer
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Chip companies are co-signing rent, handing out stock and offering loans to their own customers. So who really has the upper hand?
• NVIDIA co-signed up to $105 billion of rent for OpenAI data centers in Ohio, from NVIDIA’s own quarterly report
• Marvell, AMD and Broadcom: the right to buy stock, penny shares, co-signing, and a loan of up to $42 billion. Who’s the bank?
• The Superstar (compute silicon) at a 3, on Locked volume. Broadcom supplies the receipt: customers who can’t back out
• The Traffic Cops (networking silicon) at a 5, on Price hike the buyer admitted. Arista…
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