자본시장 · 리포트
Reuters reports that Wall Street skeptics question Nvidia's ability to finance the AI boom through GPU sales and vendor financing arrangements.
Market doubts the circular financing model (vendee purchase agreements, equipment leasing); skepticism may constrain vendor-financed AI infrastructure capex.
통신사Slicast · 2026년 10월 1일 19:26 UTC · 미국 · 출처: Reuters
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