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

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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资料图片:这张摄于2025年8月25日的插图显示了NVIDIA的标志。路透社/Dado Ruvic/插图/资料图片
纽约,10月1日(路透社)——英伟达的巨额融资计划在华尔街引发了一场关于其先进芯片及其相关基础设施价值的辩论。银行和投资者的答案似乎是:远没有英伟达想象的那么值钱。
一些贷款机构希望获得比英伟达最初提出的更高的担保,即使是针对该公司业界领先的人工智能处理能力,因为他们试图计算英伟达芯片的收入能持续多久。银行消息人士和信贷经理告诉路透社,其中一些人要求匿名。
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