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"We Know Some Will Call This Circular Financing" - NVIDIA
Sponsor: ID-Cooling Frozn A620 SLK on Amazon https://geni.us/Vc8Zi 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 close

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