mapping the chain…
Ticker
Nasdaq
Delayed market data for orientation only — verify before relying on it.
OpenAI files for IPO at a reported $852B valuation
“IPO proceeds are pre-committed demand for GPUs; a funded customer is a buying customer.”
China launches $295B five-year AI infrastructure plan
“Formalizes the loss of China AI demand that export rules already strangled.”
China launches $295B five-year AI infrastructure plan
“Allied sovereign-AI programs (Korea, Japan, Gulf, EU) buy NVIDIA to keep pace.”
NVIDIA unveils Vera CPU and RTX Spark, invading the PC processor market
“Extends the CUDA moat from datacenter into every Windows AI PC sold.”
Educational analysis only — not financial advice.