NVIDIA Circular Risk Monitor — 2026-06-02
Weekly monitoring update on NVIDIA circular financing risk
Monitoring Period: 2026-05-27 ~ 2026-06-02
Key Observations
Ongoing tracking of NVIDIA circular financing risk indicators. Client capex plans, GPU supply-demand dynamics, and financing market conditions under continuous review.
Status
Risk indicators remain elevated. No threshold-triggering events this period. Monitoring continues.