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律动BlockBeats|Aug 16, 2026 01:22
[Citrini's View: NVIDIA's $500 Billion Financing Guarantee Expected to Support GPU Sales, Not Circular Financing] BlockBeats News, August 16 – Citrini analyst Jukan stated in an article that NVIDIA's $500 billion financing guarantee arrangement with Wall Street helps mitigate the impact on GPU sales when hyperscale cloud service providers face tightened cash flow and can no longer fully purchase GPUs through prepayments. He believes this arrangement will also accelerate the expansion of the total addressable market (TAM) for GPUs and does not fall under the category of 'circular financing.' A noteworthy development is that Wall Street is increasingly viewing GPUs as collateral with recoverable value. [Original Link]
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