Nvidia announced on August 10 a collaboration with six leading financial firms, including Goldman Sachs, to build compute platforms aimed at mobilizing over $500 billion of third‑party capital for AI infrastructure.

Nvidia would have the option to backstop up to $125 billion (roughly 25% of potential deals) to create an asset-backed market for AI compute, potentially making debt trade more like traditional securities and lowering funding costs.

The plan envisions connecting deep-pocketed investors with Nvidia customers to finance GPUs, networking gear, power infrastructure and data centers needed for AI deployments.

SpaceX and Nvidia’s stake disclosures show Nvidia’sSpaceX investment as a major holding, with SpaceX ranked as Nvidia’s second-largest publicly traded investment behind only itsIntel stake.

SpaceX remained highly active in trading with notable volatility around lockup expiry expectations and ongoing buying activity observed by market watchers.

Looking ahead, questions include whether Rubin Ultra can deliver competitive performance at lower memory configurations and whether SpaceX’s terrestrial data centers will emerge as a significant near-term customer anchor.

13F data has limitations, including ignorance of pre-IPO holdings and lockup statuses, reflecting filings only through June 30 and not capturing subsequent trading decisions.

The filings provide insight into early investors’ gains from SpaceX’s rise, but 13F data does not capture post‑June 30 trading or lockup arrangements.

Technical analysis cited in the report shows a bullish weekly chart for Nvidia-related positions, with higher highs and higher lows and favorable moving-average alignments.

A core investment theme emphasizes diversification to mitigate downturn risk and pursue long‑term growth in high‑growth sectors rather than short‑term gains.

AMD is seen as a potential loser for losing SpaceX’s exclusivity, but the analysis argues AMD isn’t doomed and should pivot toward value, efficiencies and strategic collaborations.

Nvidia shares rose on the news, and SpaceX stock also surged, making bets against SpaceX riskier given demand and backing.