Nvidia’s off-balance-sheet guarantees reached $530 billion in the second quarter of its fiscal 2027, up from $184 billion in the previous quarter, according to SemiAnalysis. The increase includes $36 billion tied to take-or-pay commitments under neocloud capacity arrangements. These commitments support Nvidia’s artificial intelligence cloud partnerships, including infrastructure linked to OpenAI, as well as its data-center expansion. If demand falls short, the strategy could increase the group’s financial exposure. Investors will watch the November 17 earnings report, potential customer delays or cancellations, and spending guidance from Microsoft and Amazon.
Source: Read the original article
Disclaimer: this content is for information purposes only and is not financial advice. Cryptocurrencies are highly volatile: you may lose all of your capital. Always do your own research. Legal notice
