NVDA ▲ +0.6% - NVIDIA Corporation $NVDA has reportedly held talks with insurers about structures that could make it easier for smaller cloud providers and AI companies to finance purchases of its GPUs. One idea under discussion would insure lenders against losses if a neocloud defaults and the Nvidia chips pledged as collateral cannot be resold for enough to repay the loan. The goal is to reduce financing risk for customers that do not have the balance sheets of Amazon, Microsoft or Google, potentially allowing more outside capital to fund AI infrastructure. Nvidia has even shared data on chip depreciation and future compute pricing with insurers as it works to establish GPUs as an investable asset class, similar to aircraft and other high-value equipment that can be financed against their residual value. The discussions are still early and may not result in a deal. 29-SEP-2026 05:33 AM ET