● IndustryNov 13, 2026 · 17:245 sources

Nvidia’s Off-Balance-Sheet Guarantees For AI Customers Jump to $530B

From marketbrief.now

AI;DR

Nvidia's commitments and guarantees reached $530B in the quarter ending July 26. These obligations are nearly six times the value of Nvidia's $91 billion in recorded liabilities. Colette Kress reduced the firm's exposure to an OpenAI Ohio data center from $250B to $105B.

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Sources

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  1. SUPPORT@wallstengine“$NVDA's off-balance-sheet guarantees nearly tripled to $530B in its fiscal Q2 from $184B a quarter earlier”x.com
  2. SUPPORT@bulltheoryio“In an August meeting, Jensen cut her off and called her "a deer in the headlights."”x.com
  3. SUPPORT@tftc21“The guarantee, entered in August 2026 with SB Energy, backs an Ohio campus that will host compute under 20 year leases to OpenAI”x.com
  4. SUPPORT@wolfejosh“Nvidia now guarantees as much as $105 billion of residual value for a single customer's data center campus”x.com
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