$NVIDIA(NVDA.US)
KKR announced a 10B AI infrastructure fund with Nvidia showing capital is moving directly into core AI architecture instead of short term chip trading
RTX Spark at Computex also signals Nvidia expanding into Windows on Arm moving beyond data centers into consumer silicon with deeper Microsoft integration
The focus is no longer market rotation but a long term buildout of hardware dominance I am just watching the multi year trend and not taking action right now.
@Bridge Buzz SG
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