Nvidia's $96 Billion AI Growth Engine: What's Next?
Nvidia, 2026'da 96,67 milyar dolar serbest nakit akışına ulaşarak AI sektörünün en büyük sermayesini oluşturuyor. Bu devasa sermaye havuzunu, fotonik
Nvidia has amassed $96.67 billion in free cash flow for 2026, positioning itself as the AI sector's largest capital powerhouse. The company is deploying this wealth through $6.5 billion investments in photonics developers like Lumintum, Coherent, and Marvell, plus a $3 billion stake in Lancium. Lancium's 1.2-gigawatt clean energy campus is central to the $500 billion Stargate project, which aims to build next-gen AI infrastructure. With a 20% equity stake, Nvidia stands to benefit from both chip sales and Lancium's growth. The company will report its fiscal 2027 Q2 earnings on August 26. These moves solidify Nvidia's dominance in both AI chips and energy/data center infrastructure. How will markets react to this strategic shift?
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