NVIDIA keeps talking about GPU rentability, GPUs equaling GDP, how fantastic scarcity is for its business, and how it definitely, absolutely isn't engaging in circular financing. No, NVIDIA says it is not a circle. It's a cycle. A "virtuous cycle" -- which, to be clear, is not a circle. Cycles aren't circles. We are not a car.
While all of this is going on, Jensen Huang gets closer to the US Government and President Trump, who has substantial personal investments in AI companies (including NVIDIA). But for NVIDIA now, it's all data centers, all the time. Oh, and smuggling is still in the headlines.
"We Know Some Will Call This Circular Financing" - NVIDIA
dharq
NVIDIA keeps talking about GPU rentability, GPUs equaling GDP, how fantastic scarcity is for its business, and how it definitely, absolutely isn't engaging in circular financing.