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Nvidia discloses $36B AI-cloud commitments amid regulator concerns

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Nvidia disclosed that commitments under its new AI-cloud business model totaled $36 billion as of July 26, alongside $99 billion in equity investments and $25 billion in equity investment commitments. The company also reported maximum data-center guarantee exposure of $108.5 billion, including up to $105 billion tied to an SB Energy project supporting OpenAI. Nvidia said it could share partner revenue under set conditions.

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