Chipwrecked: Kann Nvidia den Absturz verhindern?
https://www.theverge.com/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud
Chipwrecked: Kann Nvidia den Absturz verhindern?
https://www.theverge.com/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud
6 Kommentare
It’s wild that Nvidia is effectively backstopping their own demand. They are paying Coreweave billions to rent the same chips they sold them. That’s not a market, that’s a closed-loop accounting trick to pump margins
Borrowing money with chips as collateral, large corporations leasing data centers instead of building them to avoid debt when it crashes. Leaving startups to deal with the debt
When the AI boat sinks, the market will be flooded with chips and the value will plummet. How can they use that as collateral?
OOOOOOOOOOOH
Who lives in a chip fac’try under the sea?!
N-VI-DI-A
Who’s lying to bankers and tech companies?!
N-VI-DI-A
If nonsens’cal chip deals are something you wish
N-VI-DI-A
Then drop by the foundry and you’ll be our bitch!
N-VI-DI-A
https://archive.is/RNxtu
What crash? All I see is green
So it’s just 2008 the sequel