The potential size of AI trading driven by Nvidia this round exceeds $750 billion. The SK Group deal is over $500 billion, OpenAI’s leasing guarantee is $250 billion, Naver’s equity is $1 billion, and SSI is $5 billion.
On this chain, the same company is both a chip supplier and an equity investor and credit guarantor. Whoever it sells goods to, it first provides funding or credit endorsement for.
The counterparty for revenue is made up of its own capital. Under this structure, growth is closely tied to credit expansion. Anyone doing a DCF valuation for it first needs to decide whether to treat these three business segments as one entity or to break them out.
80% fee discount invite code: 9FATE
Link: https://www.binance.com/zh-CN/activity/referral/bind-ref
On this chain, the same company is both a chip supplier and an equity investor and credit guarantor. Whoever it sells goods to, it first provides funding or credit endorsement for.
The counterparty for revenue is made up of its own capital. Under this structure, growth is closely tied to credit expansion. Anyone doing a DCF valuation for it first needs to decide whether to treat these three business segments as one entity or to break them out.
80% fee discount invite code: 9FATE
Link: https://www.binance.com/zh-CN/activity/referral/bind-ref