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This is in effect a sale-leaseback by $NVDA. A financing, not a “sale”. But why? (Ht: @GordonJohnson19)

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JUST IN: Nvidia $NVDA is paying cloud company Lambda $1.3 Billion to rent its own AI chips over four years. Flywheel? https://t.co/9PY6eVKErV

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Library as of 2026-10-28