黄仁勋回应 neocloud 高融资成本:需求强劲时资本自会到位
黄仁勋回应 neocloud 借钱贵的问题,说算力都卖光了,缺的只是周转资金,听听他怎么圆这个逻辑。
黄仁勋回应了外界对 neocloud 融资成本过高的质疑。他表示 Nvidia 投资 neocloud 是因为它们是好的投资标的,并不等于为它们背书。他称 neocloud 客户充足、算力已售罄,唯一瓶颈是购买土地、电力、建筑和芯片所需的营运资金。他认为借贷成本上升是 AI 需求巨大带来的副作用,而非商业模式缺陷,并称“只要需求高,其他问题都会解决”。
Jensen Huang on neocloud financing and their high cost-of-capital.
Nvidia invested in neoclouds because they are a good investment, which is different from backing them.
neoclouds have plenty of customers and are sold out, so their only problem is a shortage of working capital to buy the land, power, buildings and chips needed to serve those contracts. He argues that rising borrowing costs are a side effect of huge AI demand, not a flaw in their business model, and that money always finds its way to businesses with strong demand. "Everything else will get solved when demand is high." https://t.co/peYIUiOCrl