- Nvidia not only sells chips but has also become a major financial sponsor for the AI industry, using guarantees, investments, and revenue commitments to drive demand for AI infrastructure.
- The company is currently valued at around $5.4 trillion, and many analysts forecast that revenue could reach $1 trillion per year by 2029.
- Nvidia has guaranteed up to $105 billion for a data center project in Ohio and has partnered with Wall Street financial institutions to raise over $500 billion for AI infrastructure investment.
- Over the past three years, Nvidia has committed over $70 billion in investments to startups and provided about $300 billion in financial support to customers.
- The company heavily invests in open-source AI through deals such as licensing and investing a total of $7 billion in Poolside, while reportedly acquiring Hugging Face for about $12.9 billion.
- Nvidia also commits to making up minimum revenue for AI service providers if data centers fail to achieve expected utilization rates, helping them borrow capital at lower costs.
- CoreWeave is a prime example, with Nvidia investing over $2亿元 (over $2 billion), holding about an 11% stake, and committing to purchase up to $6.3 billion in unused computing capacity through 2032.
- Nvidia’s goal is to reduce its reliance on hyperscalers like Amazon, Google, Meta, and Microsoft, which are developing their own AI chips and could account for about 50% of the AI chip market by the end of the decade.
- This strategy relies on the assumption that AI demand will continue to surge and Nvidia chips will retain their long-term value, but if demand weakens or chip prices fall, the guarantees could become a major burden.
- Although Nvidia currently holds about $99 billion in cash and liquid assets, generating about $200 billion in cash flow annually, some experts warn that total guarantee obligations could continue to escalate rapidly and increase risk if the AI market stalls.
- 📌 Nvidia is likened to an “AI central bank” because it not only sells chips but also directly finances the entire ecosystem. Commitments worth hundreds of billions of dollars are helping rapidly expand AI infrastructure, but they also increasingly tie Nvidia to market risks. If AI demand continues to boom, this strategy will cement Nvidia’s dominant position. Conversely, should growth fall short of expectations, these guarantees and investments could become a significant financial pressure.
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