Nvidia's $530B off-balance-sheet guarantees raise systemic-risk questions
Research firm SemiAnalysis says Nvidia's off-balance-sheet guarantees nearly tripled to $530B in fiscal Q2. A Democratic senator wants Congress to assess whether Nvidia is too big to fail.
What we know
SemiAnalysis says Nvidia's off-balance-sheet guarantees rose to $530B from $184B a quarter earlier, including $36B of take-or-pay floors under neocloud capacity. Sen. Jack Reed said Congress needs an assessment of whether Nvidia is "too big to fail" and how it could affect the banking system.
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