Morgan Stanley analyzes Nvidia (NVDA.US) "Balance Sheet as a Service": Stock target raised to $300, remains cautious on credit side

According to information from Zhitong Finance APP, Morgan Stanley has released a research report assessing Nvidia's (NVDA.US) "Balance Sheet-as-a-Service" from a cross-asset perspective. The report points out that Nvidia is increasingly leveraging its strong balance sheet to support AI infrastructure financing. Equity investments, prepayments, leasing, residual value support, unsold capacity, and revenue-sharing arrangements are becoming key mechanisms for financing computing power within its ecosystem. As contingent exposures grow, more attention needs to be paid to credit aspects.