WS #12852
Nvidia's potential $250B guarantee of OpenAI's Ohio data center lease and $350B in chip financing spooks markets, with semiconductor ETFs down 3-4% and Nvidia CDS jumping, though analysts argue the dot-com parallel is overblown due to tight supply and no distribution constraint.
AI Infrastructure Circular Financing
Nvidia's potential $250B guarantee of OpenAI's Ohio data center lease and $350B in chip financing spooks markets, with semiconductor ETFs down 3-4% and Nvidia CDS jumping, though analysts argue the dot-com parallel is overblown due to tight supply and no distribution constraint.