Bloomberg 报道，银行向 GMI Cloud 提供 NT$30B（9.47 亿美元）贷款承诺，超过其申请额的两倍以上，因为 Nvidia 为其未使用的 GPU 产能兜底。Nvidia 承诺以约定价格租用任何闲置产能长达 6 年，为 GMI Cloud 提供收入下限。竞争 GPU 厂商因此多了一道门槛：融资伙伴须信任其资产负债表和未来需求，才愿意对其装机产能放贷。
Nvidia’s guarantee is turning GPU capacity into something banks are willing to lend against.
Bloomberg reports banks offered GMI Cloud NT$30B ($947 mn), more than twice its request, as Nvidia backstops unused GPU capacity.
Nvidia will lease any unused capacity at an agreed price for as long as 6 years. That commitment gives GMI Cloud a revenue floor even when outside customers do not fill the GPUs.
A competing GPU vendor now has another hurdle beyond chip performance: financing partners must trust its balance sheet and future demand enough to lend against its installed base.
来源：Rohan Paul · x.com