Nvidia Just Mortgaged the AI Boom

[Pallas_Boreas]

On August 10, 2026, Nvidia did not announce a chip. It announced a credit market.

Six of the largest capital allocators in the world sat down with Jensen Huang for a joint live interview on CNBC, something close to unprecedented, to present a structure that, if executed, would change how AI infrastructure gets funded globally. What follows is the factual record, the economic logic behind the move, the bull case, the bear case, and the specific metrics worth watching.

Link: https://offradarpicks.substack.com/p/nvidia-just-mortgaged-the-ai-boom