"Right now, the benefit Nvidia has is that they are generating just so much cash," said Caso.
"They have such a strong balance sheet, and probably the healthiest balance sheet in the industry."
Caso noted that Nvidia is actively attempting to eliminate capital bottlenecks that could otherwise hamper the expansion of AI deployment.
"I think what Jensen's trying to do is figure that if financing becomes a bottleneck, that constrains his business, so let's try to remove that bottleneck," said Caso.
Meanwhile, tech strategist Dan Ives expects major technology enterprises to continue accelerating capital outlays to construct AI infrastructure.
"Signs of monetization will be key as patience from tech investors [is] being tested," said Ives.
Broadcom also entered the financing arena last month, partnering on an AI XPV platform with an initial $35 billion tranche.
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Nvidia did not immediately respond to requests for comment.
