Nvidia commits $279 billion in supply chain agreements and diversifies beyond hyperscalers, with ACIE revenue growing 138% as the chipmaker

Morgan Stanley projects Nvidia's AI-related credit exposure could reach $200 billion by 2028 as Wall Street scrutinizes circular financing risks.

Chipmaker Nvidia doubled quarterly revenue, disclosing $366 billion in future commitments and up to $108.5 billion in guarantee exposure.