⚡ NVIDIA CAN’T PRINT MEGAWATTS.
Nvidia reports Wednesday, but Friday may have already given us the more important AI signal: Nvidia took a minority stake in Cloverleaf Infrastructure, a company developing powered sites for data centers, only days after another $1.5 billion infrastructure investment. The chip company is moving upstream because AI demand does not become revenue without land, power, transmission, cooling, permits, and capital. 🏗️⚡🧠
Meanwhile, the 30 year Treasury is sitting around 5.25 percent, Asia opened cautiously, and Nvidia is heading into Wednesday with expectations for roughly $92 billion of quarterly…
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