Nvidia, with quarterly free cash flow up 18x over the past three years
Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat
TL;DRNvidia's cash flow surged 18x in three years, letting it dominate AI chip infrastructure.
Why it matters: Cash-fueled competitive advantages become harder for rivals to overcome in capital-intensive markets.
OpenAI says new monitoring and security safeguards will add 20% compute
TL;DROpenAI is adding security checks that cost 20% more compute but won't raise prices.
Beijing allowed ByteDance and Tencent
TL;DRChina allowed ByteDance and Tencent to buy limited Nvidia AI chips despite US export restrictions.
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