Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit
THE SO WHAT
If a $500B lending consortium around Nvidia is wobbling post-Jensen, the AI buildout’s financing engine just got less predictable. Expect slower, more scrutinized mega-deals and higher capital costs — operators should factor longer timelines and more staged commitments into their large-scale AI infra plans.
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