SemiAnalysis_· @SemiAnalysis_ · X·· 2 天前AI 评分
SemiAnalysis 分析 Nvidia 表外义务
在我们最近的 newsletter 文章中，我们详细分析了各种表外义务如何随时间增长。这些不是预测，而是分析在巨额现金流（截至 2028 年 1 月的财年预计 EBITDA 为 $450B）支撑下，Nvidia 能将这些义务推进到什么程度。(3/4)
In our recent newsletter article, we unpack how all of the various off-balance sheet obligations can grow over time. These are not forecasts, but an analysis of how far Nvidia can take these obligations given the tremendous cash flow being generated, with $450B of EBITDA expected in the fiscal year ending January 2028. (3/4)
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