黄仁勋称 Nvidia 投资 neocloud 是因为它们是好投资,这与"背书支持"不同。他指出 neocloud 客户充足、产能已售罄,唯一问题是缺少营运资金去购买土地、电力、建筑和芯片来履约。他认为借贷成本上升是 AI 需求巨大的副作用,而非商业模式缺陷,"需求高涨时其他一切都会解决"。
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