Citing Deltaone, Aletheia Capital has downgraded NVIDIA from "Buy" to "Hold" and withdrawn its $340 price target, citing rising financial risks related to its AI Computing Partner program and potential internal turmoil. The post, citing estimates by analyst Stefan Chang, noted that NVIDIA's financial commitments have surged more than tenfold to $165 billion, with $105 billion tied to an Ohio data center project. The post also stated that CoreWeave, Nebius, and IREN alone may require $124 billion over the next 12 to 15 months, a figure that could climb to between $450 billion and $500 billion by 2030.