🤝 Seller Financing & Matchmaking: Instead of requiring upfront cash for GPUs, $NVDA acts as a matchmaker between compute buyers (hyperscalers/neoclouds) and Wall Street private capital (Blackstone, KKR, Goldman Sachs). 🛡️ Residual Value Guarantees: Nvidia underwrites a promise on what GPUs will rent for after 3–4 years. This guarantee gives banks the confidence to treat GPUs like cash-flowing, financeable assets (similar to aircraft leasing). 💸 Revenue-Sharing Upside: $NVDA sets the rules, captures cash flows, and collects revenue-sharing royalties above a floor price while private capital handles the on-the-ground underwriting. 🏰 Unmatched Moat: By pairing hardware dominance with financial engineering and power/land matching, $NVDA is using its massive free cash flow to build a multi-layered competitive moat. The race for AI dominance isn't just about silicon design anymore—it's about who controls the credit grid powering the data centers! 🔌💰
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8 Comments
David Monroe@d0p3y71 · 7d
Yes NVDA is moving more towards lending money to startups and outsourcing in areas where they have not been. It certainly appears that Jensen has his finger on the pulse of the market and is absolutely sure what role NVDA is going to play. We see this company expanding into data centers with partnerships that will solve the water issues and the electricity supply problems. They are actively partnering with Spcx to create new technologies and they are renting out space to Google for their expansion of their chips. I really believe that NVDA is light years ahead of its competitors and in no way in danger of falling apart
David Monroe@d0p3y71 · 7d
Ok but could be a lot more- why is the number 1 company makes less than all the other mag 7
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