Stijn Van Nieuwerburgh

“The company would have to get to the brink of extinction before all these guarantees come into jeopardy.”

Stijn Van Nieuwerburgh · said date not stated · reported 2026-11-11

Van Nieuwerburgh estimated Nvidia's total obligations at $400 billion, a small fraction of its $4 trillion market capitalization.

“are clearly very, very, very anxious about this and thinking hard about these questions,”

Stijn Van Nieuwerburgh · said date not stated · reported 2026-11-11

Van Nieuwerburgh said central bankers are deeply anxious about the financial risks of the AI trade, speaking from a meeting of finance officials in Basel, Switzerland.

“I don't want to say it's a safe system, but I do want to say there's a lot of equity in the system right now,”

Stijn Van Nieuwerburgh · said date not stated · reported 2026-11-11

Van Nieuwerburgh acknowledged the system is not entirely safe but noted there is significant equity cushioning it.