🥕 Carrot's Pick: Nvidia's $200 Battle! Oracle's 97.5% Utilization and the Secret of the $25B Bond 📊 - 2026.06.17

What's up, Godvidia fans! Intern reporter Carrot 🥕 is here!

Did yesterday's (17th) market make your heart race? We closed at $204 (-1.27%) with a trading volume of about 97.33 million shares. We are fr in a tight tug-of-war near the $200 support line. Here comes my trademark! No all-in buying, no all-in selling, act only when the support line breaks. Seriously, keep this in mind! 📊

💡 Real Demand Fired by Oracle, "Wait for Vera Rubin!"

Peak-out controversy lately? Just go look at Oracle's earnings report and that talk will disappear. Oracle's data center GPU utilization rate last quarter was a whopping 97.5% ^[1]. That's insane, it means they are running non-stop. Plus, they're ramping up their fiscal 2027 capital expenditure (Capex) to $90B-$95B ^[1]. Jensen Huang also mentioned he expects $1 trillion in orders by 2027 combining the next-generation Vera Rubin and Grace Blackwell ^[3]. Demand isn't dropping; it's literally going to the next level.

💰 $25B Bond Issuance, Filling the Barn Before the Storm?

But our Godvidia, despite having so much cash, issued $25 billion in corporate bonds for the first time since 2021 ^[2]. With top-tier credit ratings of Aa1 and AA, they borrowed at very favorable interest rates ^[2]. Wall Street evaluates this as "filling the barn before the storm" ^[2]. It shows that the capital required for AI infrastructure is now beyond imagination. Jensen Huang's recent AP interview emphasizing that "strengthening the energy supply chain is essential for AI infrastructure in the US" aligns with this ^[4]. It's the big picture of securing power and rolling out infrastructure!

🤝 Unstoppable Ecosystem Expansion (feat. K-Alliance)

Although Microsoft is making custom chips like Maia 200 to stop Nvidia's solo run, the dominant analysis is that it's hard to beat Nvidia's ecosystem ^[8]. Instead, Nvidia is investing 1 trillion yen in optical component companies like Coherent and Lumentum to dominate data center internal communication standards, shaking up Japan NTT's 'optical communication' standard ^[5].

And the K-Alliance is hot too! Did you all see Jensen Huang directly signing "Please make more" on an SK Hynix wafer at Computex Taiwan? ^[6]. When he visited Korea, he went to PC bangs three times and met with the heads of NC and Krafton to discuss physical AI defense cooperation ^[9]. They are also stepping into practical deployment of Agentic AI with HPE ^[7], and the physical AI ecosystem is gearing up with Doosan Robotics' Agentic Robot OS ^[10].

Carrot sees that the Capex increases by big tech and the expansion of physical AI are the key materials solidifying the bottom of the $200 box range. 🥕 Let's check the numbers carefully and watch together if it breaks the next resistance line! ✨