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

Nvidia reports its quarter to October 25, 2026: whether days sales outstanding, receivables over revenue times 91, hold at or above 51.1, the average before July, after 59.6 in the quarter to July 26.

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Question

In NVIDIA's Form 10-Q for its fiscal quarter ended October 25, 2026, is accounts receivable, net at quarter end, divided by the quarter's revenue and multiplied by 91, at or above 51.1 days?

Source

SEC EDGAR, NVIDIA Form 10-Q for the quarter ended October 25, 2026 (balance sheet and statement of income), CIK 0001045810

Rule

DeepStack computes days sales outstanding from two figures the 10-Q prints: accounts receivable, net on the condensed consolidated balance sheet at October 25, 2026, and revenue on the condensed consolidated statement of income for the three months then ended, times the 91 days of the quarter, rounded to one decimal. The answer is yes if the figure is 51.1 days or more; no if it is below 51.1. The line is the average of the four quarters before the quarter ended July 26, 2026, computed the same way: 54.1 (July 27, 2025), 53.3 (October 26, 2025), 51.4 (January 25, 2026) and 45.4 (April 26, 2026); the quarter ended July 26, 2026 gave 59.6. The payment terms the filing describes are read alongside and do not decide the test.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 15, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is December 31, 2026. If the period the 10-Q covers is not 91 days, the rule uses the number of days its period dates give. Figures are read as first filed; a later amendment does not reopen the test.

Nvidia reports: whether the guarantees note in its 10-Q puts total maximum exposure above $108.5 billion, the figure in the table for July 26, 2026.

Part 16: The Seller Holds the Paper Pendingp16-t02Pre-specified

Question

Does the guarantees note in NVIDIA's Form 10-Q for its fiscal quarter ended October 25, 2026 put the total maximum gross exposure under its guarantees above $108.5 billion?

Source

SEC EDGAR, NVIDIA Form 10-Q for the quarter ended October 25, 2026 (notes to the condensed consolidated financial statements, guarantees), CIK 0001045810

Rule

Read the total maximum gross exposure the guarantees note gives, including guarantees the note says were signed after the quarter ended, as the table for July 26, 2026 did. The answer is yes if it is above $108.5 billion; no if it is $108.5 billion or below. If the note gives no total, the Result sums the maximum exposures the note lists and says that it summed them. The fair value of the guarantees and the phasing of the SB Energy guarantees are read alongside and do not decide the test.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 15, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is December 31, 2026. If the note gives no maximum exposure for a guarantee it describes, the test is inconclusive, and the Result says what was read and what was missing; the next reading is NVIDIA's annual report on Form 10-K for fiscal 2027, by March 31, 2027.

Nvidia reports: whether its 10-Q puts AI cloud agreements, cloud services it commits to buy from its own customers, above the $36 billion of July 26, 2026.

Part 16: The Seller Holds the Paper Pendingp16-t03Pre-specified

Question

Does NVIDIA's Form 10-Q for its fiscal quarter ended October 25, 2026 report AI cloud agreements, in its disclosure of purchase obligations and other commitments, above $36 billion?

Source

SEC EDGAR, NVIDIA Form 10-Q for the quarter ended October 25, 2026 (commitments and contingencies note), CIK 0001045810

Rule

Read the amount the 10-Q gives for AI cloud agreements, the cloud services NVIDIA has committed to buy, at October 25, 2026. The answer is yes if it is above $36 billion; no if it is $36 billion or below. Data center leases NVIDIA signed to pass on to third parties, and other purchase obligations, are read alongside and do not decide the test.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 15, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is December 31, 2026. If the 10-Q gives no amount for AI cloud agreements, the test is inconclusive, and the Result says what was read and what was missing; the next reading is NVIDIA's annual report on Form 10-K for fiscal 2027, by March 31, 2027.

Nvidia reports: whether the direct customers listed at 10% or more of receivables hold more than 70% together, after five held 70% on July 26, 2026.

Part 16: The Seller Holds the Paper Pendingp16-t04Pre-specified

Question

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?

Source

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

Rule

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. The answer is yes if the sum is above 70%; no if it is 70% or below, or if the filing lists no such customer. Indirect customers and the shares of revenue are read alongside and do not decide the test.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 15, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is December 31, 2026. If the filing gives the concentration only as a combined figure, that figure decides.

Anthropic's first public registration statement: its first audited revenue, and how much of it runs through investors that also sell it compute.

Part 16: The Seller Holds the Paper Pendingp16-t05Open question

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