黄仁勋谈 neocloud 融资与高资本成本
Jensen Huang on neocloud financing and their high cost-of-capital.
黄仁勋表示，Nvidia 投资 neocloud 是因为它们是好投资，这与背书不同。neocloud 客户充足、已售罄，唯一问题是缺少营运资金来购买土地、电力、建筑和芯片以履约；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，需求高时其他问题都会解决。
正文
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://t.co/peYIUiOCrl