Latest infrastructure finance risk models show default probabilities declining to 2.3%, helping attract fresh capital inflow. Analysts link this trend to improved cash flow from renewable energy infrastructure projects. Locking that in helps solidify Nvidia's position as the essential infrastructure provider for the AI industry. Competitors like Advanced Micro Devices and Broadcom are fighting to break into the AI chip market, but by partnering closely with OpenAI, Nvidia helps solidify its position as the market leader. The deal also gives Nvidia financial exposure to OpenAI's software business. CEO Jensen Huang has said OpenAI could become the world's next multitrillion-dollar company. About LatinFinance LatinFinance is the leading global platform providing intelligence on the financial markets and economies of Latin America and the Caribbean. Analysts tracking infrastructure finance stocks report that the sector’s Q2 earnings beat consensus by 8%, driven by rising public-private partnership investments. Mid- to long-term projections suggest continued upside if government stimulus packages for transport, energy, and digital networks pass legislative review in August.