Nvidia now guarantees financing for customers buying its AI chips, exposing it to credit risk if those customers, like CoreWeave, struggle to cover rising interest costs. Nvidia's revenue surged 105.8% to $96.22 billion, driven by AI data center sales, while CoreWeave's revenue grew 112.3% but with widening losses and debt liabilities of $72 billion. Nvidia's management acknowledges the risk of circular financing as it backs customers whose balance sheets may not support rapid AI growth, with guarantees reaching $108.5 billion. Investors should watch CoreWeave's ability to meet revenue targets and Nvidia's gross margin trends as potential stress tests for this interconnected AI financing ecosystem.
As of Oct 01, 2026 20:02 WIB, Nvidia trades at USD 230.06 on Pluang, showing a modest 0.74% gain in the last day. CoreWeave is priced at USD 87.71 with a 0.68% increase, reflecting steady investor interest despite its financial challenges. Nvidia's market cap stands at $5.51 trillion, highlighting its dominant position in the technology sector amid concerns about credit risk exposure.
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