The guarantee's market verdict: NVDA −4%, credit-default swaps wider — "AI stocks crash" headlines; the $250B/$500B/$750B figure is inconsistent across outlets, unresolved. (CNBC · Axios)
2026-07-27
Nvidia −4%, credit-default swaps wider, on its own $250B guarantee — "AI stocks crash" headlines; Axios: "reignites circular financing concerns"; bond desks re-pricing "$1T+/yr of AI." CoreWeave/Nebius rose on the constructive read. (CNBC · Axios)
2026-07-27
KKR launched a $10B "Helix" AI-infrastructure venture backed by Kuwait's sovereign fund, Nvidia, and Vistra — the asset-manager buildout position keeps growing. (via Google News)
2026-07-27
The guarantee firmed to $250B (WSJ/Reuters/CNBC) — and the market answered: NVDA −5%, CDS record single-day widening.
2026-07-28
Nvidia committing $5B to Safe Superintelligence — pre-product, a "long-term strategic partnership" (Bloomberg/Reuters). The stake ladder extends to a company with no product.
2026-07-28
Nvidia in talks to backstop up to $500B for a 10GW Ohio megasite (SB Energy/SoftBank; largest single-site figure on the map). The weekend's figure tangle resolves as THREE numbers: $250B guarantee · $500B total project · $350B separate chip-financing. Microsoft, Google, Anthropic are interested tenants, not backers — "Microsoft-backed" headlines overclaim. (CNBC)
2026-07-28
NVDA −5% · CDS record single-day gain on the firmed $250B guarantee.
2026-07-28
Nvidia → SSI $5B — vendor capital into a pre-product lab (~$32B valuation, zero commercial product).
2026-07-28
The Ohio figure tangle resolved as three numbers: $250B guarantee · $500B total Piketon-site cost · $350B separate Nvidia chip-financing.
2026-07-28
