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Nvidia's off-balance-sheet guarantees rise to $530B in latest 10-Q

1 article1 sourcesince Oct 9Last article 4h ago · Oct 9, 9:01 PM ET

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Nvidia disclosed $530B of gross off-balance-sheet guarantees across six line items in its latest 10-Q, up from $184B in the prior quarter, according to SemiAnalysis.

The main drivers were higher supply commitments, mainly commitments to buy memory, and datacenter backstops for SB Energy's PORTS-Pike campus in Ohio for OpenAI.

Two new items also appear in the filing: $36B of AI Cloud Agreements representing Neocloud backstops, and $20B of datacenter leases that Nvidia has taken on to assign later to Neocloud offtakers.

Written by AI from the articles below · updated Oct 9, 9:03 PM ET

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Latest developmentOct 9, 9:01 PM ET

Nvidia's off-balance-sheet guarantees rise to $530B in latest 10-Q

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Oct 9

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SemiAnalysis@SemiAnalysis_X
Nvidia's off-balance-sheet guarantees rise to $530B in latest 10-Q
AISemiAnalysis reports that Nvidia's latest 10-Q discloses $530B of gross off-balance-sheet guarantees across six line items, up from $184B in the prior quarter. The main drivers are higher supply commitments, mainly memory purchases, and datacenter backstops for SB Energy's PORTS-Pike campus in Ohio for OpenAI. Two new items also appear: $36B of AI Cloud Agreements for Neocloud backstops and $20B of datacenter leases Nvidia has taken on to assign to Neocloud offtakers.

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