Nvidia: $750B Deals Form Funding Loop for Chips
Nvidia: $750B AI deals include $500B SK Hynix data centers and $350B OpenAI chip financing, creating revenue loop booked immediately on sales.
SourceAnalysis
Nvidia structured over $750 billion in AI deals that include a $500 billion partnership with SK Hynix's parent for 2 gigawatts of Korean data centers plus direct financing of $350 billion in OpenAI chip purchases and $250 billion in lease guarantees. Nvidia sells the chips then funds the buyers, booking full revenue the moment the transaction closes regardless of external demand. Similar backstops from Google to Anthropic and SoftBank commitments to OpenAI show the pattern across the sector, while Jensen Huang dismissed circular-financing claims and Michael Burry flagged off-balance-sheet risks tied to xAI.
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