According to foreign media analysis, Wall Street's focus is now not only on Nvidia (NVDA.US)'s expected strong Q2 earnings, but also on the company’s potential AI-related credit exposure, which could reach $200 billion by 2028. Investors are hoping Nvidia will further clarify its off-balance-sheet commitments related to artificial intelligence infrastructure financing, supply, and electricity. Despite these concerns in the market, Nvidia's Q2 revenue is still expected to nearly double, reaching
According to foreign media analysis, Wall Street's focus is now not only on Nvidia (NVDA.US)'s expected strong Q2 earnings, but also on the company’s potential AI-related credit exposure, which could reach $200 billion by 2028. Investors are hoping Nvidia will further clarify its off-balance-sheet commitments related to artificial intelligence infrastructure financing, supply, and electricity. Despite these concerns in the market, Nvidia's Q2 revenue is still expected to nearly double, reaching
智通财经2026/08/26 11:06Show original
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According to foreign media analysis, Wall Street is now focused not only on NVIDIA (NVDA.US)'s expected strong Q2 earnings, but also on its AI-related credit exposure, which could reach $200 billion by 2028. Investors are hoping NVIDIA will further clarify its off-balance sheet commitments related to artificial intelligence infrastructure financing, supply, and power. Despite the above concerns in the market, NVIDIA's second-quarter revenue is still expected to nearly double, reaching $92.2 billion, mainly driven by continued booming demand for data centers.
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