Nvidia's new round of over $750 billions AI infrastructure deals rekindles concerns over circular financing

Glonghui July 27th｜Nvidia’s new round of over $750 billion AI infrastructure deals reignites concerns about circular financing CBN 21:56 102) Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing BN 18:20 07/27/2026 21:56:06 [CBN] The risk with these deals is that they could distort business incentives across multiple industries, leading to poor decision-making; if AI demand fails to meet high expectations, losses may be magnified. According to a person familiar with the matter, Nvidia is also discussing providing financing for OpenAI to purchase $350 billion worth of Nvidia chips for the US project. Gary Tan, portfolio manager at Allspring Global Investments, said: “Although Nvidia’s investments and partnerships bolster long-term market confidence in AI infrastructure development, investors remain concerned about circular financing. More and more capital is being devoted to supporting future AI customers and infrastructure deployment.”