As part of its earnings release for the second quarter of fiscal 2027, NVIDIA shared that it has entered land, power and shell guarantees for its AI cloud partners that are worth $108.5 billion. NVIDIA’s guarantees and agreements with its customers have caused considerable debate, with the firm’s detractors accusing it of relying on circular financing to create a safety net for its customers. NVIDIA Assures That Its Project Guarantees Will Drop As The Year’s Pass & Eventually Turn Into Revenue One interesting outcome of the AI infrastructure buildout has been NVIDIA providing commitments to its customers and helping them […]
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