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08/28/2026 00:37
Release： 08/28/2026 00:37
Update： 08/28/2026 00:37
eleconomics
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August market, materials and the distance of price movement

NVIDIA's earnings passed without issues, and it was confirmed that current GPU demand remains strong and that investment in AI infrastructure continues. On the other hand, there hasn't been material that would change the question of the sustainability of AI infrastructure investment that we've been examining. Since the equipment is still being built, strong demand is natural, and whether the current scale of CapEx can be recovered going forward is another matter. Next-generation GPUs will offer higher performance, and existing computing power will accumulate, but I do not see new answers to that from this earnings report.

If large AI investments continue, what will be needed is not only GPUs and power but, of course, capital as well. If AI-related companies issue more corporate bonds, investors' capacity to absorb and the premiums they demand will also become non-negligible. The same capital market has a large supply of U.S. Treasuries, and when Treasury yields are high, corporate bonds that take on credit risk need even higher yields.

From the perspective of the demand side, the line is gradually extending from the capital markets side as well regarding the sustainability of AI investment. If we gather a bit more material, this story could become a single, cohesive narrative.