| ▲ | omgwtfbyobbq 2 hours ago | |
According to Gemini, Nvidia added $43 billion in direct equity stakes,$36 billion in AI compute partnerships, and $100+ billion in loan lease guarantees, which works out to $63 billion this year, $20 billion for the next 3 years, and $10 billion for the last 6 years based on it's assumptions. So about a third, a sixth, and a twelth of their annual revenue respectively. I think the larger concern is that both the revenue and assets/agreements depend on Nvidia maintaining sales, market share, and their share of capacity at TSMC/etc... If they run into trouble on any of those fronts, their revenue and assets could take hits from multiple directions. | ||