Saxo strategist warns Nvidia's $366 billion in future commitments adds risk
Saxo's chief investment strategist Charu Chanana notes that Nvidia's quarterly report reveals $366 billion in future supply, cloud, lease, and investment commitments, up from $119 billion last quarter. Free cash flow dropped from $48.5 billion to $21.3 billion. Chanana says investors must now consider customer credit quality and financing arrangements, not just GPU shipments.
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Original headline: “Nvidia’s massive future spending commitments ‘make the company’s risk profile more complex,’ Saxo says.” Browse more stories.