Chips and hardwareUpdated 5h ago

Nvidia's financial backing may be harder to replace than its chips

The easier question is whether customers can find other chips; the harder one, Axios argues, is who will help pay for the build-out. Axios cites data firm SemiAnalysis for $530 billion in Nvidia off-balance-sheet commitments and guarantees, including memory purchases and backstops for data centers and some companies building them. That figure describes commitments and guarantees, not a measured funding shortfall. Axios says smaller cloud providers and startups could lose an enthusiastic backer, as Nvidia may become less aggressive with startup funding, acquisitions and backstops. Replacing computing power is one challenge; replacing that financial role is another.

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