According to CoinMeta, Morgan Stanley has initiated a credit coverage analysis for NVIDIA and issued a neutral assessment. The firm believes that NVIDIA's participation in the infrastructure financing platform worth over $500 billion will complicate its credit exposure. Morgan Stanley expects NVIDIA's overall credit exposure to approach $200 billion by the end of 2028. If the depreciation of NVIDIA's AI computing power assets is faster than anticipated or customer cash flows fall short of expectations, NVIDIA's ecosystem financing arrangements could become a new factor affecting its valuation.