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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 198.12

-5.2%

3:59 PM EST

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To: neolib who wrote (72867)	12/10/2025 7:11:55 PM
From: neolib	of 72993

This was an interesting comment: “In addition, there are other financing options through customers that may bring their own chips to be installed in our data centers and suppliers who may lease their chips rather than sell them,” Kehring said. “Both of these options enable Oracle to synchronize our payments with our receipts and borrow substantially less than most people are modeling.” I suppose that might refer to their tie up with Google and TPUs, but perhaps Jensen has also decided to start renting GPUs. That would be interesting in the next NVDA CC. I suppose they could still set up subsidaries that buy the GPUs from NVDA and then rent them out, so NVDA can still book the sale.

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