Nvidia turns to insurers to spread risk of AI build-out - FT
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Nvidia turns to insurers to spread risk of AI build-out - FT Roushni Nair Tue, September 29, 2026 at 1:21 AM EDT 1 min read NVDA Investing.com -- NVIDIA Corp (NASDAQ:NVDA) has held talks with insurance companies over ways to shift part of the financing risk tied to its chips as the chipmaker seeks to expand demand beyond major technology companies, the Financial Times reported on Tuesday. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month. The list is beating the market by 120%. See what's on it » The discussions include potential insurance for loans extended to smaller "neocloud" companies, which could protect lenders if a borrower defaults and Nvidia chips pledged as collateral cannot be resold for enough to cover the debt, the FT reported, citing people familiar with the talks. The discussions are at an early stage and may not result in any deals. Should you buy NVIDIA right now? Before you decide, consider this: an AI-powered list of stock picks is outperforming the market by 120%, and it updates at the start of every month. See this month's picks » The move is part of Nvidia CEO Jensen Huang's broader push to make chips and AI infrastructure easier for outside investors to finance, according to the report. Huang has argued that chips should be viewed as an "investable asset class" similar to other expensive, long-lived technology assets. Nvidia has shared data on chip depreciation and the expected future value of computing power with at least one insurer, while people familiar with the discussions said the company was also working with broker Howden Re on a structure involving insurers. Howden declined to comment, the report said. The potential structures could extend beyond traditional insurers. Nvidia has explored using insurance groups to syndicate risk to hedge funds and other alternative investors, with the potential size of deals possibly exceeding the balance sheets of even large insurers. The company has also considered joining consortia alongside insurers, hedge funds and asset managers, the report added. The insurance push comes after Nvidia offered to backstop part of financing deals designed to unlock $500 billion of capital from Wall Street firms including Goldman Sachs and Apollo. The company separately announced a record $150 billion share buyback on Monday. Looking for the next multi-bagger? This AI enabler is up 90%+ since picked by our AI models in July -- and still has a 62% upside » Nvidia turns to insurers to spread risk of AI build-out - FT Anthropic prospectus shows $2 trln IPO ambition despite huge loss, Reuters reports Shein shares hit record low as quarterly profit slumps 67%
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