The AI Buildout Has Turned into a Doom Loop(bird.makeup) |
The AI Buildout Has Turned into a Doom Loop(bird.makeup) |
Nvidia "invests" in companies up and down the AI Infrastructure chain because it leads to sales of more Nvidia GPUs.
In effect, Nvidia is buying a portion of it's own product.
You don't have to be a financial genius to grasp the fact that this can't continue indefinitely --- just like any ponzi scheme.