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$250 billion in financing. Nvidia is in talks to guarantee it for OpenAI data centers, per a WSJ exclusive.
What that actually means:
> Nvidia doesn't hand over cash, it backstops the debt so lenders say yes
> OpenAI uses it to build compute at a scale nobody has funded before
> Those data centers get filled with Nvidia GPUs
The supplier is now underwriting the demand for its own product. Every dollar guaranteed is a future order guaranteed.