英伟达新一轮逾7500亿美元的AI基建交易令循环融资忧虑重燃

格隆汇

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英伟达新一轮逾7500亿美元的AI基建交易令循环融资忧虑重燃 CBN 21:56 102) Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing BN 18:20 07/27/2026 21:56:06[CBN] 这些交易的风险在于，它们可能扭曲多个行业的商业激励，导致不良决策；一旦人工智能需求未能达到高企的预期，还可能放大损失。一位知情人士称，英伟达还在讨论为OpenAI为该美国项目购买价值3500亿美元的英伟达芯片提供融资。 Allspring Global Investments投资组合经理Gary Tan表示：“尽管英伟达的投资和合作增强了市场对人工智能长期基础设施建设的信心，但投资者仍然担心循环融资问题。越来越多的资本正被用于资助未来的人工智能客户和基础设施部署。”

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