See also
08.09.2025 12:55 PMNvidia has struck a $1.5 billion agreement with cloud startup Lambda to lease 18,000 of its own GPU servers from Lambda over four years. In this article, we will unpack why Nvidia took this step, what forecasts and risks lie ahead for the company, and how traders might capitalize on the situation.
Once again, Nvidia has demonstrated its ability to set the pace in the era of artificial intelligence. The company has inked a $1.5 billion deal with Lambda, a player in cloud computing. Under the agreement, Nvidia will rent 18,000 GPU servers from Lambda over the next four years—the very same units Nvidia originally supplied.
This circular flow of GPUs is not just visually striking, but strategic as well—Nvidia acts here as manufacturer, client, and investor at once.
Global markets are once again shaken by political and corporate events. The US dollar came under pressure amid weak employment data and Trump's statements about seeking a replacement for Powell. The yen plunged after Japanese Prime Minister Ishiba announced his intention to resign. Nvidia struck a $1.5 billion deal with Lambda, reinforcing its leadership in AI. Tesla unveiled the golden Optimus 2.5, betting on the future of robotics. In this review, we break down what all this means for traders and where new profit opportunities may be hiding.
Donald Trump is openly laying the groundwork for replacing the Fed chair, and a line of candidates is already forming to take Jerome Powell's place. In this article, we break down who could lead the US central bank, how this may affect market expectations for interest rates, and most importantly, how traders can use this situation to their advantage.
Over the weekend, US President Donald Trump said that his final shortlist for the Fed chair includes three names: longtime ally Kevin Hassett, former Fed Governor Kevin Warsh, and current Fed member Christopher Waller.
To add emphasis, he also mentioned Scott Bessent. However, in the Oval Office, Bessent declined, though not before criticizing the Fed and suggesting that it should be "shaken up" entirely.
The president once again made no secret of his intentions: he wants a leader ready to cut interest rates aggressively. Powell, he argued, is acting too slowly and hindering Americans with mortgages.
As a result, markets are left in greater uncertainty over what course the Fed will take in the coming months – whether it will be cautious rate reductions or a sharp shift under pressure from the White House.
The situation was further complicated by fresh labor market data. Friday's jobs report showed weaker-than-expected employment growth in August, with unemployment rising to 4.3%, the highest in nearly four years.
These figures undermined the greenback, which fell more than 0.5% on Friday, testing the 97.40 mark. For markets, this was a signal that the Fed will have to ease monetary policy, the only question is how decisively.
Powell recently admitted that labor market risks "may require" policy adjustments, and markets interpreted this as a hint at a modest 0.25% rate cut in September. However, that is not enough for trump: he demands radical measures, making the choice of the next Fed chair a key factor for the dollar's trajectory.
Investors are reacting predictably, with stock indices rising. At the end of last week, the Dow Jones added 0.75%, the S&P 500 climbed by 0.8% to a new record, and the Nasdaq gained 1%. The prospect of cheap money excites Wall Street but troubles dollar holders: if a Trump ally takes Powell's chair, the currency will face another wave of pressure.
For traders, this is a window of opportunity. The dollar's decline makes long positions in gold attractive and opens room for plays on rate-sensitive equities. The strategy is clear: closely monitor the rhetoric from the White House and the Fed, track signals on rates, and trade on volatility. Those who can quickly adapt to the political factor will be able to turn turbulence around the dollar and the Fed chair succession into a source of profit.
The currency market started the week with a sharp blow to the yen. The trigger was an unexpected political twist – Prime Minister Shigeru Ishiba announced his resignation, unleashing a wave of uncertainty in the world's fourth-largest economy. In this article, we analyze why Ishiba's departure hit the yen so hard and what trading opportunities this opens for market participants.
On Monday, the Japanese currency lost 0.7% against the dollar, sliding to 148.25, while it hit one-year lows of 173.91 and 200.33 against the euro and the pound, respectively. The shock came from Ishiba's surprise resignation, which he announced on Sunday.
The politician stepped down after his Liberal Democratic Party suffered an election defeat and lost control in parliament. In his statement, Ishiba said that the country needed "new leadership to overcome the challenges ahead," but markets interpreted this wording as an admission of political crisis.
The resignation automatically triggers internal elections in the Liberal Democratic Party (LDP), which will determine the new prime minister. This factor sparked the yen's sharp weakening: until clarity emerges on the successor, the market will be driven by speculation and expectations.
Investors fear that the premiership may go to a politician advocating looser monetary and fiscal policy. One of the main contenders is LDP veteran Sanae Takaichi, who has repeatedly criticized the Bank of Japan for raising interest rates. Markets view this scenario as a risk of further yen weakening, since a softer government stance, combined with a cautious BoJ tone, would only increase pressure on the currency.
The situation is further aggravated by sentiment in the bond market. As early as last week, uncertainty around the future cabinet triggered a massive sell-off in Japanese government bonds: the 30-year JGB yield hit a record high. This is a signal that investors are demanding an additional risk premium for political instability.
According to SMBC analysts, the probability of another Bank of Japan rate hike in September was initially assessed as low, and now it seems almost nonexistent. September is likely to pass in "wait-and-see" mode, with real decisions postponed until October – by which time it will be clear who will lead the government.
Thus, the trigger for yen weakness is clear: the unexpected resignation of the prime minister set off a chain reaction – uncertainty over the successor, risks of looser policy, and an exodus from Japanese assets. The market is now closely watching the internal LDP battle, as the new prime minister will determine whether the yen remains weak or is able to recover.
For traders, this situation opens up interesting opportunities. Yen weakness creates conditions for playing the upside in the dollar/yen pair, especially if political uncertainty drags on.
At the same time, short-term currency fluctuations offer active players the chance to profit from intraday volatility. A medium-term strategy could involve waiting for the right moment to enter long yen positions if the next prime minister supports tighter policy and restores confidence in the currency.
The best way to capitalize on market fluctuations is to work with a reliable broker. Open an account with InstaTrade and download our mobile app to react quickly to news and maximize profits from moves in the yen and other global currencies!
Nvidia has struck a $1.5 billion agreement with cloud startup Lambda to lease 18,000 of its own GPU servers from Lambda over four years. In this article, we will unpack why Nvidia took this step, what forecasts and risks lie ahead for the company, and how traders might capitalize on the situation.
Once again, Nvidia has demonstrated its ability to set the pace in the era of artificial intelligence. The company has inked a $1.5 billion deal with Lambda, a player in cloud computing. Under the agreement, Nvidia will rent 18,000 GPU servers from Lambda over the next four years—the very same units Nvidia originally supplied.
This circular flow of GPUs is not just visually striking, but strategic as well—Nvidia acts here as manufacturer, client, and investor at once.
Internally dubbed "Project Comet," the arrangement consists of two parts: a $1.3 billion lease for 10,000 servers, and an additional $200 million contract for another 8,000 GPU machines.
As a result, Nvidia becomes Lambda's largest client, and the startup gets a major boost ahead of its anticipated IPO in early 2026. According to investment banks Morgan Stanley, J.P. Morgan, and Citi, which are planning the listing, the company could be valued at $4–5 billion.
Lambda's financial momentum is already impressive. In the first half of 2025, its cloud revenue nearly doubled to $250 million, and second-quarter growth hit 60%, reaching $140 million.
The startup projects its cloud business will surpass $1 billion by 2026 and could grow to $20 billion by 2030. Ironically, this surge is fueled by the very Nvidia-powered servers that Nvidia now rents back to advance its own AI research.
Moves like these are becoming industry routine: last year, Nvidia structured a similar agreement with cloud provider CoreWeave, which went public in March 2025 and is now valued at about $45 billion.
In effect, Nvidia is putting together an ecosystem of "junior partners" to strengthen its competitive edge against Amazon, Microsoft, and Google.
The deal also tackles a persistent challenge—the chronic shortage of AI chips. More than half of companies using generative AI cite GPU access as their main bottleneck for scaling. While AWS charges nearly $100 per hour for an H100 instance, alternative vendors offer similar power for just $3–$4, making specialty players particularly attractive.
For Nvidia, this is a way to control scarce resource allocation and stay at the forefront of the emerging "GPU-as-a-service" market, expected to grow from $5 billion in 2025 to nearly $32 billion by 2034.
Still, questions linger for investors. The circular leasing scheme looks savvy but lacks transparency—in effect, some Nvidia revenue circulates through firms in which it holds a stake. Some analysts call this a "strategy for the future," while others see it as a "black box" complicating real cash flow assessment. Nonetheless, Nvidia's dominance in the chip space is not threatened by accounting nuance: the company sells everything it can produce, and demand for its GPUs continues to surge.
For traders, the story is clear: Nvidia is fortifying its market position for years to come, building its own network of cloud partners and effectively establishing a monopoly in AI computing. This means that any stock pullbacks amid talk of "opaque reporting" may serve as attractive entry points. The long-term strategy is to hold Nvidia shares, positioning for growth in sync with the generative AI boom.
Tesla is once again making clear that its ambitions extend far beyond the auto industry. The company has introduced a new prototype of its humanoid robot—Optimus version 2.5—with a golden exterior and noticeably refreshed design. Elon Musk emphasized that this is not the much-awaited Optimus V3—to be revealed later—but this version is already a significant demonstration of Tesla's progress in robotics. In this section, we look at the enhancements, the market's outlook for Tesla in this new space, and how traders can leverage this opportunity.
The golden Optimus 2.5 drew special attention after Salesforce CEO Marc Benioff posted a video showing the robot following voice commands and even attempting to lead a guest to the kitchen to fetch a can of Coca-Cola. Reactions to the demo were mixed: some praised its conversational abilities and Grok AI integration, while others criticized slow movements and noticeable response lag. Putting aside the show element, it is clear Tesla has taken a serious step forward in design.
The new Optimus features sleeker lines, enclosed joints, and cleaner seams, giving it a more human-like appearance. Special emphasis was placed on the hands, now offering 22 degrees of freedom, with finger control via cables mimicking human biomechanics. This makes the robot considerably more dexterous and capable of precise manipulation compared to its predecessors.
Technical advances are paired with bold plans. Musk has already confirmed that Tesla aims to produce around 5,000 Optimus robots by the end of 2025. For now, the company has built over a thousand prototypes, already being tested in battery manufacturing.
Performance is still far from human, but the target is clear: by 2030, Tesla intends to turn out up to 100,000 robots per month and, ultimately, deliver one million units to market. The next major milestone is set for the annual shareholder meeting on November 6, where the debut of Optimus V3 is expected. Musk promises the most epic Tesla show ever.
Of course, Tesla faces serious competition: Boston Dynamics, Agility Robotics, and others are actively developing humanoid platforms. But Musk insists that Optimus could become Tesla's largest product, even outpacing cars in scale. This strategic move toward robotics lines up with slowing EV sales and delays in the robotaxi program. For Tesla, it is not only a showcase of cutting-edge technology but also an attempt to forge a new market.
For traders, the launch of Optimus 2.5 signals that Tesla is pushing business boundaries and building a long-term growth story in a new segment. In the near term, Tesla stock may swing as the practicality of the robot is debated, but Musk's optimism and bold production targets could drive the company's capitalization to new heights over the long run.
Do not miss the opportunity to profit from Tesla's stock volatility: open an account with InstaTrade and download our mobile app to stay connected to the market and trade on the best terms!
