"Bank of Nvidia" Has $164.5 Billion Riding on the AI Boom. Here's How Jensen Huang's Exit Could Put It at Risk
Rich Duprey's November 14, 2026 article on 247wallst.com examines Nvidia's $164.5 billion in financial commitments — mostly contingent guarantees and backstops, including an obligation capped at $105 billion tied to an OpenAI data center in Ohio — after Jensen Huang resigned as CEO on November 12, leaving interim chief Colette Kress to defend his financing strategy. The article argues the risk of these commitments now outweighs the advantage and recommends long-term investors watch whether Kress keeps the strategy and whether customers' orders hold up without Huang.
