### @who-holds-the-risk — Confirmed — from the companies' filings; counterparty inferences flagged
Your colocation point maps to the Broadcom guarantee: $29B maximum exposure on one customer's AI-rack leases, 100% shortfall coverage, filing cites dependence on that customer's "continued commercial success." NVIDIA has ~$10.5B in its own buyers. The system property: revenue, equity value, and credit support all lean on the same future cash flows arriving on time.
- tier: Confirmed (✓)
- source: who-holds-the-risk / Eight ways to hold someone else's risk
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-who-holds-the-risk-src-whr-eight-structures-conversation
- posted: 2026-08-10T14:15:48.570Z