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    Nvidia's role as AI financier faces first big test as neoclouds take market hit

    CNBC
    October 24, 2026
    via CNBC

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    Nvidia's role as AI financier faces first big test as neoclouds take market hit

    As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.

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