Nvidia besteht darauf, dass es sich nicht um Enron handelt, aber seine KI-Deals stellen das Vertrauen der Anleger auf die Probe
https://www.theguardian.com/technology/2025/dec/28/nvidia-insists-it-isnt-enron-but-its-ai-deals-are-testing-investor-faith
14 Kommentare
As long as nvidia is finding buyers it’s all gravy but the moment the demand collapses whatever is in the pipeline is now unsellable scrap and they are probably going to end up holding a lot of production overrun unlike the ram dudes who are being careful this time
Nvidia isn’t Enron it’s Cisco during the dot com bubble
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Exactly the same pedigree and market messaging. Creating a sales funnel based on things that can never deliver “Power is the constraint, companies have built high inventory of products, but by the time they can use them, as the power issue has caught up , the current stock will be obsolete, so they have to buy the latest again …. Which needs more power …. Which needs to catch up again… by which time that next generation will be obsolete…. Am I only one seeing the issue here ?
Is it a Ponzi scheme if you do it to yourself?
If they are in the business of paying customers to buy their products i would like to volenteer myself
Enron had better financial practises , they are right , they way worst than it
they shouldve focused on consumers instead of ai
I wonder if they’re reporting profits basted on future sales🤷🏼♂️. I mean… isn’t that kind of what valuation is? Remember, with retail not buying the top of the line cpus, and graphics card shortages… all of a sudden their numbers might look a little different.
Nvidia is just selling shovels
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Financial publications keep using the phrase „…since 2009“. I’m sure it will be fine.
Are they insisting this again? I mean Coffeezilla talked about this a month ago. The comparison here was that they’re more like Cisco during the dot com bubble.
https://youtu.be/ThUNhjblo24?si=6BVOhFVov5riU9NZ
Man, Jensen seems really close to going full super villain with some of his quotes lately.
I can’t tell if it’s just typical billionaire greed trying to run up the high score on life with money/power. Or if he truly believes that machine learning is that important and is committed to going all in.
Either way he’s mortgaging societies future, both economic and environmental, and so it’s a bit scary.
They really are up to some „creative accounting“ type tricks to ensure this insane growth, on a scale I don’t think we have seen before. The goal seems to be to make them too big to fail to ensure we are committed to this path come hell or high water. Talk about hubris for making big bets, not just for yourself, or even your company, but for all of humanity.