根據 ICE Data Services 的數據，輝達五年期債務違約保護價格上漲至每年 0.82%，這是該合約開始活躍交易以來的最大盤中漲幅。專家指出，建置 AI 基礎設施需要龐大的資本支出，這可能會導致信用評級遭到下調。
據悉，輝達正考慮為 OpenAI 的美國資料中心專案提供高達 2500 億美元的擔保，並為其晶片採購提供 3500 億美元的融資。大型企業的這類財務支持將有助於新創公司獲得投資級評級並降低借款成本。
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)