Seeking Alpha(@SeekingAlpha):Nvidia CEO Jensen Huang warns that skyrocketing AI demand faces a major obstacle: scarce working capital. $SMH $CRWV carries a debt-to-equity ratio above 1,000%, pressuring shares as funding costs rise. $AVGO and $NVDA agree capital is scarce, yet both chipmakers trade at PEG ratios below 0.6. Seeking Alpha Quant Ratings: Nvidia = Strong Buy Broadcom = Strong Buy CoreWeave = Hold To widen buyer capacity, Nvidia is pushing for heavy investment in European neocloud infrastructure and data centers. While cloud providers face heavy debt, Nvidia sits on over $62B in cash and liquid assets. Who funds the AI build-out if capital stays scarce?

2026.10.23 18:08

Nvidia CEO Jensen Huang warns that skyrocketing AI demand faces a major obstacle: scarce working capital. $SMH $CRWV carries a debt-to-equity ratio above 1,000%, pressuring shares as funding costs rise. $AVGO and $NVDA agree capital is scarce, yet both chipmakers trade at PEG ratios below 0.6. Seeking Alpha Quant Ratings: Nvidia = Strong Buy Broadcom = Strong Buy CoreWeave = Hold To widen buyer capacity, Nvidia is pushing for heavy investment in European neocloud infrastructure and data centers. While cloud providers face heavy debt, Nvidia sits on over $62B in cash and liquid assets. Who funds the AI build-out if capital stays scarce?