Nvidia's Balance-Sheet-As-A-Service: Why Credit Investors Are Far More Concerned About The "Central Bank Of AI"

Nvidia bets on another blockbuster year, guiding for 70% growth into 2028

Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.