NVIDIA Ties $103 Billion in Commitments to OpenAI Site That Could Return $200 Billion in Revenue

As part of its earnings release for the second quarter of fiscal 2027, NVIDIA shared that it has entered land, power and shell guarantees for its AI cloud partners that are worth $108.5 billion. NVIDIA's guarantees and agreements with its customers have caused considerable debate, with the firm's detractors accusing it of relying on circular financing to create a safety net for its customers.…