Wall Street has shifted attention from NVIDIA (NVDA.O)’s likely robust Q2
results to potential off-balance-sheet AI-related credit exposure that analysts
say could reach $200 billion by 2028. Investors are seeking clarification on
Contingent commitments tied to AI infrastructure financing, supply and power.
Despite those concerns, NVIDIA’s Q2 revenue is forecast to nearly double to
$92.2 billion, led by continued strength in data-center demand.
