阴未达更像是AI的“央行”，当GPU的老大也玩起
散仙谷 http://www.webjb.org/webjb/sanxian/
送交者: new3T 于 2026-08-27 23:14:31
回答: 中国为了避美帝关税用2万英里行程出口太阳能板 由 于 2026-08-25 00:41:35
虚拟金融来，就知道美帝AI已经没有足够的资金了.说到底，美帝AI行业，阴未达是唯一挣钱的公司。 这就是为什么AI不得不搞圈内的资金流动。 基本已经没有大笔的新投资进入了。孙争议倒是想继续往CloseAI扔钱，但已经没有大投行肯借给他了。他很快就要不少的Bridge Loan到期，有说法是他正在考虑出售他部分CloseAI的股份。LOL
一旦美帝AI内部的Circular Funding停止转动，泡沫就该到了破裂的时候了， LOL
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Morgan Stanley Initiates Nvidia Credit Rating: Balance Sheet Strength Becomes AI Financing Tool, Liability Could Reach $200 Billion
Nvidia is also offering residual value support (up to 25% of project value) and revenue-sharing models to make AI compute more accessible to customers without investment-grade financing。
Morgan Stanley estimates Nvidia’s total credit exposure could reach $200 billion by 2028, with $170 billion from off-balance-sheet contingent obligations
https://www.macrostream.ai/articles/6a8e53d92236dcbc05880d3b
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Market reaction：
The scale of these commitments has triggered record credit default swap (CDS) premiums — Nvidia’s five-year CDS hit 82 bps, its highest level since active trading began
Equity markets have also reacted, with NVDA shares dropping sharply after reports of large AI financing deals
Why credit investors care？
Leverage metrics are misleading: Traditional debt-to-equity ratios don’t capture Nvidia’s contingent liabilities and off-balance-sheet commitments
Dependency risk: The AI buildout is becoming increasingly reliant on Nvidia’s financial backing, creating systemic risk if growth slows
Collateral uncertainty: Rapid AI hardware upgrades could erode the value of assets used as collateral in financing deals
Macro sensitivity: Nvidia’s role as a “central bank of AI” means its balance sheet health is now tied to the broader AI ecosystem’s performance
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Is the AI Buildout Becoming Too Dependent on the Bank of Nvidia?
Nvidia\'s record-breaking chip sales are only half the story. The company has quietly taken on a financing role so vast that a single OpenAI data center deal carries more exposure than most banks would stomach, and investors are only beginning
https://247wallst.com/investing/2026/08/27/is-the-ai-buildout-becoming-too-dependent-on-the-bank-of-nvidia/
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Nvidia is looking more like the central bank of AI
Yahoo Finance
Jared Blikre
Wed, August 26, 2026
Nvidia is extending payment terms to large customers, pushing accounts receivable to $63.1 billion and average collection time to 60 days
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