JENSEN HUANG SAYS AI DEMAND IS OFF THE CHARTS . THE MONEY TO PAY FOR IT ISNT

What happened: Nvidia CEO Jensen Huang said demand from AI cloud providers is off the charts, but the capital to fund the needed capacity is far greater than what is available. Nvidia is working with investment banks to make its chips eligible as loan collateral. Key numbers: Philadelphia Semiconductor Index fell nearly 7% on Thursday, with all 30 stocks in the red. Why it matters: The plan could keep the AI build-out going, but it ties Nvidia's growth more closely to credit markets. The article notes investors seem uneasy, and that Nvidia's exposure rises if a credit crunch comes.

Nvidia CEO Jensen Huang said demand from AI cloud providers is off the charts, but the capital to fund the needed capacity is far greater than what is available. Nvidia is working with investment banks to make its chips eligible as loan collateral.

The plan could keep the AI build-out going, but it ties Nvidia's growth more closely to credit markets. The article notes investors seem uneasy, and that Nvidia's exposure rises if a credit crunch comes.