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@rohanpaul_ai· @rohanpaul_ai · X·· 27 天前精选AI 评分69
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英伟达与 AMD 正通过提供信用担保帮助数据中心客户拿到融资,两家公司甚至会为同一数据中心的客户展开竞标。据 The Information 报道,这类数据中心即便具备土地、电力、GPU 和有意向的租户,若房东或贷款方不相信租户能承担 15 年长期租约,仍难以获得融资。两家芯片厂商由此用自身资产负债表填补这一缺口。图中引文提到,凭借强劲的资产负债表,英伟达在这类竞标中更为积极。

推荐理由

原文披露芯片厂商以信用担保介入数据中心融资竞标,可观察算力扩张中厂商资产负债表扮演的新角色。

正文

Nvidia and AMD are increasingly competing with their balance sheets too.
Offering credit guarantees that help customers secure financing and get new data centers built.

The Information wrote - "Nvidia and Advanced Micro Devices have sometimes gotten in a bidding war over which one of them will provide credit guarantees to the customer of a particular data center,"

A data center can have land, power, GPUs and a willing tenant, yet still struggle to get financed if the landlord or lender does not believe that tenant can reliably cover a huge lease for 15 years.

Nvidia and AMD are now stepping into that gap by effectively lending their own balance sheets to the customer.

来源:@rohanpaul_ai · x.com