Nvidia, Meta Have $300 Billion AI Problem

This article first appeared on GuruFocus. Big Tech's artificial-intelligence boom is creating a new financial risk investors may not see clearly on corporate balance sheets. Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Broadcom (NASDAQ:AVGO) and other technology companies have provided as much as $300 billion in guarantees supporting AI data centers and chips over the past year, allowing the infrastructure buildout to accelerate while leaving much of the potential exposure outside conventional debt. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.