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On October 22, 2026, Jensen Huang offered his assessment of neocloud financing and the high cost of capital. He said that Nvidia invests in neoclouds because they are good investments, which is different from an endorsement. He stated that neoclouds have ample customers and are sold out; the only problem is a lack of working capital to buy land, power, buildings, and chips in order to fulfill contracts. He believes that rising borrowing costs are a side effect of enormous AI demand, not a flaw in the business model, and that when demand is high, other problems will be resolved. Currently, the developments supported by qualified factual evidence remain limited to statements made at this point in time, with no subsequent progress yet.
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Jensen Huang on neocloud financing and high cost of capitalDevelopments
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Jensen Huang discusses neocloud financing and high cost of capital
Source:Rohan Paul
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Oct 22
Rohan Paul
Jensen Huang on neocloud financing and high cost of capital
Jensen Huang said that Nvidia invests in neoclouds because they are good investments, which is different from an endorsement. Neoclouds have ample customers and are sold out; the only problem is a lack of working capital to buy land, power, buildings, and chips to fulfill commitments. He believes that rising borrowing costs are a side effect of enormous AI demand, not a flaw in the business model, and that when demand is high, other problems will be resolved.