Nvidia’s week showed how it can control the AI infrastructure stack without owning data centers
From Aug. 16 to Aug. 23, Nvidia’s biggest news was not a chip launch but a balance-sheet shift: a $1.5 billion SB Energy investment and a guarantee capped at $105 billion tied to OpenAI’s Ohio AI data center buildout. The week also brought a reported $6 billion Poolside licensing deal, early Rebellions talks, GeForce NOW browser expansion, Gamescom promotion and fresh concern that memory shortages could lift AI server prices.
