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。
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。
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