[Wall Street Warns: Jensen Huang's Departure Could Trigger an "AI-Driven Quantitative Tightening," AI Central Bank Loses Its Helmsman] BlockBeats reports that on November 14th, Jensen Huang's sudden departure has put Nvidia's over $500 billion "AI revolving financing machine," built on equity investments, guarantees, and buybacks, at risk of stalling. Goldman Sachs, UBS, and 14 other institutions have successively lowered their target prices, warning that if Nvidia stops funding its customers and suppliers, even temporarily, it could instantly drain over $50 billion in liquidity, equivalent to triggering an "AI-driven quantitative tightening." Affected by this, CoreWeave, which heavily relies on Nvidia's credit backing, plummeted 11% that day, and its $4 billion loan, guaranteed by Nvidia, faces uncertainty. For the past three years, Nvidia has essentially acted as the "lender of last resort" in the AI industry. Through a cyclical logic of buying chips, funding buyers, and backing landlords, Nvidia built a vast empire including $99 billion in equity investments, $108.5 billion in guarantees, and $56 billion in buyback agreements. This model packaged Neocloud, a low-credit-quality emerging cloud service provider, as an investment-grade debtor. Now that the operator has left, some clients and Wall Street partners have begun demanding renegotiation of terms and increased guarantee ratios, meaning credit spreads across the entire downstream industry chain will widen significantly. Currently, Nvidia's previously high-profile $500 billion financing platform has stalled for three months, with no transactions yet finalized. On November 17th, interim CEO and CFO Colette Kress will host the earnings call. Kress attempted to curb high-risk guaranteed transactions during the frenzy, and now the market is holding its breath: will Nvidia's "bank," now without Jensen Huang, continue operating or quietly transition to a maintenance-oriented model?