$BTC
THE RICHEST MAN IN THE WORLD FULLY ENTERS THE AI COMPETITION
👀NVIDIA is funding Elon Musk's new SUPERCOMPUTER as if it were an oil well
💥CHIPS are now a FINANCIAL ASSET
What does this mean and why is it so important⁉️
🔸xAI (Musk's artificial intelligence company) raised USD 20.000 billion in a historic round
🔸The goal: to build “Colossus 2,” an AI supercomputer in Memphis
🔸But the truly novel aspect is how this project is financed
🔸Part of the investment is traditional (equity), but the other part is debt backed by GPUs from NVDA
👉This means that NVIDIA chips, the computing units, are used as collateral, as if they were real estate or bonds
👉NVIDIA not only sells the hardware: it finances it, retains part of the project (in this case xAI) and ensures its long-term control
💡It’s a structural change: computing power is now treated as a commodity. Chips are the new oil
And what impact does this have on financial markets and $BTC ⁉️
▪️NVIDIA's shares reacted positively because this financing model turns every agreement into a source of secured income and strategic stakes
▪️With such a strong concentration in the SP500, NVDA's rally sustains the index almost on its own
▪️And most importantly: this move confirms that the narrative of artificial intelligence is still alive and with more capital than ever
Why does this matter for #Bitcoin⁉️
📍Because each new “supercycle” of innovation (like the internet or the .com one) attracts trillions in liquidity and boosts financial markets
📍Bitcoin historically benefits from those environments of excess capital and financial optimism
Source: Bloomberg
