根据 ICE Data Services 的数据，辉达五年期债务违约保护价格上涨至每年 0.82%，这是该合约开始活跃交易以来的最大盘中涨幅。专家指出，建置 AI 基础设施需要庞大的资本支出，这可能会导致信用评级遭到下调。
据悉，辉达正考虑为 OpenAI 的美国资料中心专案提供高达 2500 亿美元的担保，并为其晶片采购提供 3500 亿美元的融资。大型企业的这类财务支持将有助于新创公司获得投资级评级并降低借款成本。
The cost to protect Nvidia's debt against default experienced a record surge on Monday. This increase was triggered by reports that the chipmaker is involved in discussions regarding more than $750 billion in artificial intelligence infrastructure deals, raising concerns about its massive financial obligations. (Key numbers: 7500)
According to ICE Data Services, the price for five-year default protection on Nvidia's debt increased to 0.82% annually, marking the largest intraday jump since active trading began. Experts suggest that the massive capital expenditures required for AI infrastructure could potentially lead to credit rating downgrades.
Nvidia is reportedly in talks to provide up to $250 billion in guarantees for OpenAI's US data center project and finance $350 billion of its chip purchases. Such financial backing from established tech giants can help startups secure investment-grade ratings for AI infrastructure debt and lower their borrowing costs. (Key numbers: 2500, 3500)