William David(@WDChokepoint):Nvidia's $500B SK Hynix deal isn't really about the deal size. It's compute, memory, and power all in one commitment - a 2 gigawatt data center means Nvidia is now underwriting grid capacity just to secure memory it can't get elsewhere.

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

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William David@WDChokepoint

2026.07.25 09:03

Nvidia's $500B SK Hynix deal isn't really about the deal size. It's compute, memory, and power all in one commitment - a 2 gigawatt data center means Nvidia is now underwriting grid capacity just to secure memory it can't get elsewhere.

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