Jensen Huang’s departure has caused neither a broad shock in the credit market nor any immediate change to Nvidia’s previously announced commitments. Chief financial officer Colette Kress was named interim CEO while the company searches for a permanent successor. According to Goldman Sachs, Nvidia could nevertheless find it harder to negotiate new multi-party investments at the scale it has previously achieved. In its latest quarterly financial filing, the company reported $36 billion in off-balance-sheet cloud computing agreements for neoclouds. These companies, including CoreWeave, Nebius and IREN, could be affected if Nvidia changes its financial support amid growing concerns about debt financing for artificial intelligence infrastructure.
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