● IndustryNov 14, 2026 · 00:308 sources

Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit (New York Times)

From techmeme.com

AI;DR

Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking. Sources indicate its $500B lending consortium is in flux and at least one lender may exit. The ousted Nvidia chief executive was the consummate dealmaker leading the trillion-dollar A.I. build out.

Read originalSign in to suggest
Image: techmeme.com

Sources

+ 7 more
  1. SUPPORT@dinabass“Even before his exit, it was running into trouble due to concerns the backstop Nvidia offfered is too low. No deals have arisen from it.”x.com
  2. SUPPORT@edzitron“Jensen and four or five private equity paypigs went on CNBC and were allowed to lie about an entirely imaginary $500bn deal”x.com
  3. SUPPORT@mattparlmer“there’s a pretty good chance we just kicked off a major financial contagion”x.com
  4. SUPPORT@thestalwart“the headline frames it around personality. A clash between Huang and Kress. But actually it seems like a fundamentals story.”x.com
  5. SUPPORT@ericwallerstein“circular financing was coming down on them like gravity”x.com
  6. SUPPORT@wolfejosh“Nvidia now guarantees as much as $105 billion of residual value for a single customer's data center campus”x.com
  7. SUPPORT@bulltheoryio“Its own filing shows $530 BILLION in commitments and guarantees, up from $184 billion just one quarter earlier.”x.com
#nvidia#fundingScore 0.83.0k tokensMarkdown
Read original