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SemiAnalysis· @SemiAnalysis_ · X·· 2 小时前精选AI 评分68
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SemiAnalysis 分析 Nvidia 最新 10Q 披露的表外担保总额达 $530B,六项条目,较上季度的 $184B 大幅跳升。

推荐理由

原文拆解 Nvidia 资产负债表外担保的构成和环比变化,读者可据此理解其OpenAI相关敞口的结构。

正文

Nvidia, in its most recent 10Q, disclosed $530B of gross off-balance sheet guarantees across six different line items – a jump from $184B of obligations disclosed in the prior quarter. The main drivers were increases in Supply Commitments - primarily commitments to buy memory, Datacenter backstops for SB Energy's PORTS-Pike campus in Ohio for OpenAI, as well as two new items - $36B of AI Cloud Agreements representing Neocloud Backstops and $20B of datacenter leases that Nvidia has taken out to later assign to Neocloud offtakers. (1/4)🧵

来源:SemiAnalysis · x.com