The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. The massive financial commitments that triggered Monday's sell-off include:A $500B+ SK Group Alliance: Nvidia and South Korea's SK Group unveiled a massive, long-term AI initiative. A $1B Naver Stake: Nvidia agreed to acquire $1 billion in newly issued shares of South Korean internet giant Naver to co-build an AI data center. The Cautious Take (Bernstein): Bernstein analysts threw cold water on the massive SK Group numbers, viewing them as a supply-chain necessity rather than fresh demand validation. "We believe the announced amounts are more for memory and indicate the need for NVIDIA & Broadcom to secure memory supply," they wrote.