AICNBC Techabout 1 hour ago
Nvidia Faces Stress Test as Neoclouds Struggle
9 min read
Nvidia faces its first major stress test as credit markets tighten for key partners in its AI financing portfolio. The company holds $36 billion in off-balance-sheet agreements and a $105 billion guarantee for an Ohio data center. Shares of portfolio neoclouds dropped at least 30% this month, with CoreWeave credit default swaps soaring past 11%.
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