黄仁勋在访谈中指出,Nvidia 投资 neoclouds 是因为其具备良好投资价值,并非单纯背书。这些新兴云厂商目前客户充足且产能售罄,核心痛点是采购土地、电力、建筑和芯片所需的营运资金短缺。他认为借贷成本上升是巨大 AI 需求带来的副产品,并坚信资金终将流向强需求企业。
Jensen Huang on neocloud financing and their high cost-of-capital.
Nvidia invested in neoclouds because they are a good investment, which is different from backing them.
neoclouds have plenty of customers and are sold out, so their only problem is a shortage of working capital to buy the land, power, buildings and chips needed to serve those contracts.
He argues that rising borrowing costs are a side effect of huge AI demand, not a flaw in their business model, and that money always finds its way to businesses with strong demand.
"Everything else will get solved when demand is high." https://x.com/amitisinvesting/status/2113247669250384012/video/1
来源:Rohan Paul · x.com