“In connection with lease agreements that enable access to compute capacity, our customer may, under certain circumstances and if needed, issue to us convertible promissory notes up to an aggregate principal amount of $ 42 billion. ／ As of August 2, 2026, no notes have been issued to us.”
位置：10-Q Note 10 Commitments and Contingencies「Convertible Notes」・原件 ↗
另外，這些 AI 客戶中有些資源或資本有限，可能付不出他們需要的 AI 基礎建設的錢，或改用替代的融資安排（包括透過我們的 AI XPV 平台），這會帶來額外的交易對手信用風險。此外，這類安排可能、而且已經讓我們承擔 backstop 或保證等財務義務，提高我們面對對手信用風險與標的資產價值下跌的曝險。
原文（節錄）
“In addition, some of these AI customers may have constrained resources or capital and may be unable to pay for their required AI infrastructure and/or utilize alternative financing arrangements, including through our AI XPV platform, or novel or deferred payment models from their vendors and …”