NVIDIA CORP — Form 10-Q
Filed August 26, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 42/100
What the filing says
NVIDIA entered into a residual value guaranty for a data center lease in Piketon, Ohio with an unnamed landlord. The guaranty has a total liability cap of $105 billion covering 4.25 GW of critical IT load across the facility and related premises. NVIDIA guarantees the landlord's investment returns if the tenant defaults, with structured remedies including lease assumption, relet, or sale options available to NVIDIA before payment obligation triggers.
Why this rating
Large nominal amount ($105B cap) but structured as contingent guaranty tied to tenant default, not immediate cash outlay. Relative to $4T market cap, represents ~2.6% but heavily conditioned on trigger events and subject to mitigation via assumption/relet/sale remedies. Standard real estate guaranty structure.
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