NVIDIA IS THE WORLD'S LARGEST FINTECH COMPANY

Summary from the TLDR Fintech newsletter

Nvidia signed MOUs with six of the largest names in global capital to build financing platforms (think SPVs) to deploy over $500bn of third-party money for AI infrastructure. Jensen Huang went on CNBC flanked by the leadership of all six to pitch the idea, which is credited to him personally. He says compute is now an investable asset class, priced like real estate or toll roads rather than hardware that dies on a depreciation schedule.