Published Oct 18, 2026, 7:05 AM ET · Updated a month ago · 1 source

Nvidia acts as 'lender of last resort' for AI capital expenditure boom

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Original Report

Nvidia is actively reinvesting its profits into its AI customers, especially those facing difficulties, effectively becoming the 'lender of last resort' for the AI capital expenditure boom. This situation is unprecedented due to the high stakes and the substantial involvement of both a US president and Nvidia's CEO in this investment.