Nvidia’s $105 Billion Guarantee Shrinks as the Chipmaker’s Dual Role Comes Under the Microscope

The numbers Nvidia reports on Wednesday will be scrutinized for more than just revenue and earnings. For the first time in the company’s meteoric rise, investors are asking a harder question: who is actually paying for all this AI infrastructure — and what happens if the bill comes due? The answer, increasingly, is Nvidia itself. […] The post Nvidia’s $105 Billion Guarantee Shrinks as the…