Jensen Huang, joined by six Wall Street asset managers, endorsed treating AI compute as a standalone asset class. Investors raised concerns about circular financing and elevated debt risk; Huang said NVIDIA may provide up to 25% residual-value support for individual projects and will prudently assess each deal. The remarks eased market concern modestly.

2026-08-15

Jensen Huang, joined by six Wall Street asset managers, endorsed treating AI compute as a standalone asset class. Investors raised concerns about circular financing and elevated debt risk; Huang said NVIDIA may provide up to 25% residual-value support for individual projects and will prudently assess each deal. The remarks eased market concern modestly.