The bigger change is happening on Nvidia’s balance sheet. <\/p>\n
The chipmaker’s public and private equity holdings reached $95.6 billion at the end of July, up from less than $100 million in early 2020. Nvidia says its broader equity investments now total roughly $99 billion. <\/p>\n
The portfolio now includes stakes in Intel (INTC<\/a>), CoreWeave (CRWV<\/a>), Coherent (COHR<\/a>), Nokia (NOK<\/a>), Synopsys (SNPS<\/a>), and Nebius (NBIS<\/a>), among others. <\/p>\n And those investments are only one piece of a much bigger push. <\/p>\n Nvidia says AI clouds and model makers have huge demand for computing power but “lack the ability to secure long-term infrastructure contracts and investment-grade financing capacity.” <\/p>\n In plain English, some of Nvidia’s fastest-growing customers want more AI infrastructure than their finances can comfortably support. <\/p>\n Nvidia is stepping into the gap. <\/p>\n Investors have been comparing Nvidia to a central bank for months. Morgan Stanley has called the strategy “balance-sheet-as-a-service” \u2014 using Nvidia’s financial strength to help keep its customers spending. <\/p>\n That now includes giving some large customers as long as a year to pay for data center purchases. Accounts receivable<\/a>, or money customers still owe Nvidia, jumped to $63.1 billion, while the average collection time rose to 60 days from 45. <\/p>\n Nvidia is also backing some customers more directly. <\/p>\n The company has $36 billion of agreements with AI cloud providers that buy Nvidia hardware while Nvidia commits to using some of their computing capacity. It also disclosed as much as $108.5 billion of guarantees. Almost all of that \u2014 $105 billion \u2014 is tied to the SB Energy data center buildout for OpenAI<\/a>. <\/p>\n That support is not money Nvidia is handing over today. It phases in as nine data centers come online beginning around fiscal 2029 and shrinks as OpenAI makes payments. <\/p>\n Nvidia is also trying to pull far more outside money into the buildout. The company says it has preliminary agreements with large investors aimed at channeling more than $500 billion into AI infrastructure. <\/p>\n The idea is simple: Nvidia does not want to pay for the whole boom itself. It wants to help make the projects easier to finance. <\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia made its fortune selling the AI boom. Now it’s helping finance the next chapter. Nvidia (NVDA) shares…\n","protected":false},"author":2,"featured_media":605626,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,1291,218,219,61,60,233,80],"class_list":["post-605625","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-infrastructure","tag-artificial-intelligence","tag-artificialintelligence","tag-ie","tag-ireland","tag-nvidia","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/605625","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=605625"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/605625\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/605626"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=605625"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=605625"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=605625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a> Nvidia filings, Yahoo Finance <\/p>\n
<\/a> FILE PHOTO: Nvidia CEO Jensen Huang speaks during a doorstep after attending the AI Ecosystem Reception in Tokyo, Japan, July 16, 2026. REUTERS\/Manami Yamada\/File Photo \u00b7 REUTERS \/ REUTERS <\/p>\n