How much of the money buying AI chips was lent, guaranteed or invested by the companies selling them? Settles Nov 18

In NVIDIA's Form 10-Q for its fiscal quarter ended October 25, 2026, do the direct customers the filing lists at 10% or more of accounts receivable together account for more than 70% of accounts receivable?

Sum the percentages of the accounts receivable balance at October 25, 2026 that the 10-Q gives for each direct customer at 10% or more.

Source: SEC EDGAR, NVIDIA Form 10-Q for the quarter ended October 25, 2026 (concentration of credit risk), CIK 0001045810

• The loan is a bridge End buyers are real and paying; the seller's money fills a credit gap for unrated buyers, and outside capital is taking its place.
• The seller funds its demand Vendor money holds marginal demand above the market rate: the neoclouds exist to place the seller's chips, and the labs pledge the money back.

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The Part On the Docket