Wall Street is looking past what is expected to be a very strong second-quarter report from Nvidia and focusing on a separate issue: potential AI-related credit exposure that could reach $200 billion by 2028. Investors want the company to provide more clarity on off-balance-sheet commitments tied to artificial intelligence infrastructure financing, supply arrangements, and power-related obligations. Even with those concerns in view, Nvidia’s second-quarter revenue is still projected to nearly double to $92.2 billion, driven mainly by continued heavy demand from data centers. The report, cited by Odaily from Jin10, shows that investor attention is no longer limited to headline revenue growth and is increasingly centered on the scope of commitments surrounding the broader AI buildout.
Wall Street is no longer focused only on what is expected to be a very strong second-quarter earnings report from Nvidia (NVDA.O). It is also watching the company’s AI-related credit exposure, which could reach $200 billion by 2028.
Investors want Nvidia to clarify its off-balance-sheet commitments linked to artificial intelligence infrastructure financing, supply, and power.
Despite those concerns, Nvidia’s second-quarter revenue is still expected to nearly double to $92.2 billion, mainly due to sustained demand from data centers.
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