Saxo Bank analyst Charu Chanana noted in a report that NVIDIA's commitment to provide financing to some companies in the AI ecosystem, while helping it "secure scarce supply, accelerate customer deployments, and expand its potential market," also complicates its risk profile. Chanana stated that investors increasingly need to consider customer credit quality, leases, guarantees, revenue-sharing agreements, and NVIDIA's equity investments, rather than just GPU shipments.