Nvidia Faces Pressure Over $100 Billion Debt Guarantees for OpenAI

Key Facts

1Nvidia is backstopping more than $100 billion in debt for a massive AI data center in Ohio for OpenAI.

2Hyperscalers' capex budgets are projected to surge 90% YoY in 2026, nearing $790 billion.

Nvidia is backstopping more than $100 billion in debt to fund a massive AI data center in Ohio for OpenAI. Seeking Alpha reported that this financing move coincides with projections that hyperscalers' capex budgets will surge 90% year-over-year in 2026, nearing $790 billion.

NVDA closed at $237.47 on October 7, 2026, as concerns grow regarding off-balance sheet risks and the long-term sustainability of AI infrastructure spending. During the same session, peer stocks AMD and TSM closed at $645.86 and $472.20 respectively on October 7, 2026, amid broader market scrutiny of the AI investment cycle.