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Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check

NEW YORK, Oct 1 (Reuters) - Nvidia's mammoth financing plan has ⁠opened a debate on Wall Street about how much its advanced chips and the infrastructure around them are worth. The answer for banks and investors seems to be: Not as much as Nvidia thinks.

The Star MalaysiaSaeed Azhar, Max A. Cherney, Isla Binnie, Stephen Nellis查看原文 ↗
英伟达押注其芯片能够推动人工智能蓬勃发展,但华尔街对此提出了质疑。

FILE PHOTO: An NVIDIA logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

NEW YORK, Oct 1 (Reuters) - Nvidia's mammoth financing plan has ⁠opened a debate on Wall Street about how much its advanced chips and the infrastructure around them are worth. The answer for banks and investors seems to be: Not as much as Nvidia thinks.

Some lenders want higher guarantees than the company had originally outlined, even for Nvidia's ⁠industry-leading AI processing power, as they try to calculate how long the revenue from its chips will last, banking sources and credit managers told Reuters, some requesting anonymity.

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