Big Tech is increasingly using residual value guarantees for off-balance sheet AI spend, giving Nvidia and Broadcom a way to support their customers’ purchases (Financial Times)

据 Financial Times 报道,大型科技公司正越来越多地通过"残值担保"把 AI 相关支出移出资产负债表,英伟达和博通借此为本就资金紧张的客户提供变相支持。这本质上是芯片厂商在替下游的算力采购兜底。








