It truly is impressive to me how good Nvidia has gotten at understanding 'Bubblenomics'.
Why don't you buy my overpriced hardware, then let me use the overpriced hardware you just paid for in exchange for extremely overvalued shares that border on funny money, so I can then take the same overpriced hardware you just bought and sell it at an extremely overpriced rate to some inference provider.
When the inevitable happens I really do think it going to be pretty bad this time.
>> When the inevitable happens I really do think it going to be pretty bad this time
Since all these AI companies, are offering a stake to the US Government so their insane, unrecoverable Capex can get its bailout, I can only imagine this will be pretty bad...for the US Taxpayer...
That means Nvidia are charging too much and the wider customer base can't afford it.
"Nvidia earlier this month said it was aiming to raise debt which sources said could amount to at least $20 billion. The firm intends to use the proceeds from the offering for general corporate purposes, including repayment and refinancing of existing debt."
It can be cheaper to borrow additional money instead of existing savings (in whatever form they are) if the interest rate is low enough.
I'd imagine there are a lot of lenders that have no issue giving nvidia super low interest rates because of who they are and the fact that they are printing money.
I knew it! Nvidia wants access to our hardware to lease it out for arbitrage profit. You shall own nothing even if you've payed for it. I've read the signs.
It truly is impressive to me how good Nvidia has gotten at understanding 'Bubblenomics'.
Why don't you buy my overpriced hardware, then let me use the overpriced hardware you just paid for in exchange for extremely overvalued shares that border on funny money, so I can then take the same overpriced hardware you just bought and sell it at an extremely overpriced rate to some inference provider.
When the inevitable happens I really do think it going to be pretty bad this time.
>> When the inevitable happens I really do think it going to be pretty bad this time
Since all these AI companies, are offering a stake to the US Government so their insane, unrecoverable Capex can get its bailout, I can only imagine this will be pretty bad...for the US Taxpayer...
That means Nvidia are charging too much and the wider customer base can't afford it.
"Nvidia earlier this month said it was aiming to raise debt which sources said could amount to at least $20 billion. The firm intends to use the proceeds from the offering for general corporate purposes, including repayment and refinancing of existing debt."
Thought they were swimming in money...
It can be cheaper to borrow additional money instead of existing savings (in whatever form they are) if the interest rate is low enough.
I'd imagine there are a lot of lenders that have no issue giving nvidia super low interest rates because of who they are and the fact that they are printing money.
> Thought they were swimming in money...
Refinancing existing debt if you have favorable market conditions always makes sense.
So every sucsessful company becomes a financing company?
Ofc, yes.
I knew it! Nvidia wants access to our hardware to lease it out for arbitrage profit. You shall own nothing even if you've payed for it. I've read the signs.
Not a bubble.
I'll bite: any day now!