The AI boom has revived a dotcom-era tactic: suppliers backing the customers who buy from them.<\/p>\n\n\n\n
In September 2000, Lucent had promised $8.1B of loans and guarantees<\/a> to the carriers buying its gear: 24% of a year’s sales. Nvidia has agreed to guarantee up to $108.5B<\/a> of its customers’ data-center bills, 36% of a year’s sales, almost all for a campus leased to OpenAI that will run only Nvidia hardware.<\/p>\n\n\n\n The difference is the cushion. Lucent’s promises equaled about 27 years of the cash its business brought in. Nvidia’s equal about 10 months of its cash<\/a>.<\/p>\n\n\n\n Backing customers is a strategy call, not a finance detail. Strategist<\/strong><\/em> is built to put an independent strategy beside management’s, for any public company.<\/p>\n\n\n\n Would you back your customers this way? strategist.intelligenxe.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" The AI boom has revived a dotcom-era tactic: suppliers backing the customers who buy from them. In September 2000, Lucent had promised $8.1B of loans and guarantees to the carriers buying its gear: 24% of a year’s sales. Nvidia has … Continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":1270,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"kt_blocks_editor_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1269","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1269"}],"version-history":[{"count":1,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1269\/revisions"}],"predecessor-version":[{"id":1271,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1269\/revisions\/1271"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/media\/1270"}],"wp:attachment":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1269"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1269"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}