Tom Bilyeu says Jensen Huang pitched a 25% data-centre deal backstop

What was said

"And he's so confident that that is true that he's willing to backstop 25% of on a deal-by-deal basis. But he's willing to backstop, basically put insurance against the decline in value of those chips."

Tom Bilyeu says Nvidia CEO Jensen Huang pitched a financing package that treats data centres as long-term rental assets rather than quickly depreciating hardware. He claims the package would backstop up to 25% of chip value decline on a deal-by-deal basis, framing it as insurance on the product rather than a loan guarantee.