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Verified market signals· Filtered by "AI infrastructure financing"

Lead DevelopmentFACT · 4/5•26 Aug '26•Via Manager Magazin

Nvidia's Risky Carousel Financing Raises Investor Concern

Nvidia's quarterly results headline a wider debate about the company's increasingly bold financing arrangements that tie it closely to large AI customers. Analysts expect exceptionally strong Q2 revenue (around $92 billion) and high EPS, while Nvidia is simultaneously partnering with Wall Street investors to raise at least $500 billion for AI infrastructure. The company has provided large guarantees — including a reported $105 billion backing for OpenAI — and entered so-called "carousel" deals where Nvidia and its customers mutually commit to buying each other's technology and revenue streams. Investors are wary that these financing bets, and guarantees such as minimum-revenue commitments, could expose Nvidia to significant downside if major customers scale back AI spending.

•Analysts expected Nvidia's second-quarter revenue to be about $92 billion and EPS around $2.10 per share.
•Nvidia is partnering with firms including Goldman Sachs, Apollo, BlackRock and KKR to raise at least $500 billion for AI infrastructure investments.
•Nvidia reportedly provided a $105 billion guarantee for OpenAI's planned data-center investment in Ohio.

Entities:NVIDIA Goldman Sachs Apollo Global Management BlackRock KKR OpenAI Amazon Meta Microsoft The Wall Street Journal

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