Big Tech is increasingly using residual value guarantees for off-balance sheet AI spend, giving Nvidia and Broadcom a way to support their customers' purchases (Financial Times)

Big Tech is increasingly using residual value guarantees to finance AI infrastructure off balance sheet, leveraging the credit strength of companies like Nvidia and Broadcom to lower the cost of customer purchases and accelerate AI deployment. For CIOs and technology leaders, this signals that AI capex is becoming more creative and vendor-financed, but it also introduces hidden long-term commitments, accounting complexity, and greater dependency on a small set of strategic suppliers.