According to CoinMeta, the ACIE business of Nvidia has grown by 138% in the past year, reaching $40 billion, far exceeding the 13% growth of hyperscale cloud service providers. Nvidia also bears a guarantee obligation of $108.5 billion, and the number of days for accounts receivable has increased from 45 days to 60 days, indicating an increase in financing risks. Management expects that ACIE will drive the growth of data centers in the next quarter.