NVIDIA

Compute scales about 3x every two years; memory bandwidth scales under 2x. NVIDIA, AMD, Google, Intel, and OpenAI each answered that gap differently.

NVIDIA's release formalizes the NVL72 basis Musk disclosed August 4. That evening, SpaceX's two public hosts served different AI1 spec sheets.

Brazil pairs a Huawei-iFlytek project with a supercomputer tender officials expect NVIDIA to win. The tender buys portability on paper; the silicon stays foreign.

Rental indices, secondary venues and syndicated credit already exist for GPU compute. What lenders don't have is a residual-value history to underwrite against.