@rohanpaul_ai: Nvidia and AMD are increasingly competing with their balance sheets too. Offering credit guarantees that help customers…
Summary
Nvidia and AMD are competing by offering credit guarantees to help customers secure financing for data centers, as reported by The Information.
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Nvidia and AMD are increasingly competing with their balance sheets too. Offering credit guarantees that help customers secure financing and get new data centers built.
The Information wrote - “Nvidia and Advanced Micro Devices have sometimes gotten in a bidding war over which one of them will provide credit guarantees to the customer of a particular data center,”
A data center can have land, power, GPUs and a willing tenant, yet still struggle to get financed if the landlord or lender does not believe that tenant can reliably cover a huge lease for 15 years.
Nvidia and AMD are now stepping into that gap by effectively lending their own balance sheets to the customer.
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