阴未达的CDS是去年11月才问世的.这才半年多点，其信用风险迅速增高。
NVDA\'s 5Y CDS spread up to 82bps (intraday) - almost double what it was a week ago...
But, it is NVDA\'s credit risk that has surged by the most on record after reports of the chipmaker being in conversations on hundreds of billions of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
July 24: Nvidia announced a $500 billion partnership with SK Group, the parent company of South Korean chipmaking giant SK Hynix
July 24: Nvidia announced a $1 billion investment in Naver as part of a partnership to help build South Korea\'s sovereign AI infrastructure.
July 26: The WSJ reported that Nvidia is helping back roughly $250 billion in financing for OpenAI\'s planned 10-gigawatt AI data center in Ohio
July 26: The WSJ also reported that Nvidia is discussing up to $350 billion in financing to help OpenAI purchase its AI chips
July 27: Nvidia deepened its partnership with Safe Superintelligence, the AI startup founded by former OpenAI chief scientist Ilya Sutskever
The increasingly interconnected web of dependencies between technology manufacturers and AI startups continues to stir unease. The risk of these “circular” deals was highlighted last year here, and although markets forgot all about it, they are now once again freaking out.