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Federal Reserve's Collins said some less optimistic scenarios remain, including a rise in inf and supply shocks stemming from AI build-out.

NVIDIA (NVDA.O) reports quarterly results today. Key market takeaways: 1) Infrastructure financing — NVIDIA earlier unveiled a large program to free financing for AI infrastructure (data centers, chip purchases) and a week later said it would back a large data center project in southern Ohio; investors seek clarity on the deals’ objectives, economics and timing amid concern the company may be overexposed. 2) Vera Rubin timing — NVIDIA said next‑gen Vera Rubin servers could begin shipping in Q3–Q4; on‑time shipments would be read positively after the prior Blackwell chips were delayed for months for design fixes. 3) Open models — NVIDIA reportedly struck a $6bn licensing agreement with startup Poolside to secure its model weights, technology and engineering talent to accelerate NVIDIA’s open model Nemotron; this could spur competition among frontier labs and additional chip demand. 4) China demand — any weakness in China, the world’s second‑largest AI market, would be materially negative for NVIDIA sales. 5) Margin pressure — gross margin remains around 75%, but rising memory costs and increased competition from custom chips and new processors could constrain NVIDIA’s ability to pass on higher costs.