Editorial companion

What stands out

Bob Greifeld, former Nasdaq CEO turned Cornerstone Financial Tech co-founder, made a simple but important point: turning expensive GPUs into a financed, lease-like product changes the sales dynamic for NVIDIA Corp. Financing shifts the conversation from a one-time capital expense to an operating expense, widening the addressable market for AI compute and helping customers accelerate deployments. For investors, that matters because NVIDIA’s recent year-over-year (YoY) growth has been enormous, and easing buyer economics makes that growth more durable.