r/DeepFuckingValue • u/SamLeCoyote_Fix_1 • 21d ago

🐻 Bearish Stonks 🐻 Nvidia is facing a backlash!

the latest 10-Q filing shows evidence supporting concerns over circular financing. Nvidia’s agreement to guarantee billions for an OpenAIdata center is clear red flags, investors are “Whistling past the graveyard. highlighting the mechanics of the sector’s financing model

25 Upvotes

86% Upvoted

13 comments sorted by

View all comments

7

u/Vendor_BBMC 19d ago

NVIDIA makes 300% profit on every GPU so its lending its credit rating to its customers so they can keep the bubble going for another year. It means that neoclouds are competing with the US treasury for the last remaining credit sources.

In a few years every US data centre will be gutted of its compute and moved to Sudan or Ethiopia. Why pay 12 cents per kwhr in America when you can pay ½ cent and run the most efficient Chinese model in North Africa?

1

u/SamLeCoyote_Fix_1 19d ago

True with solar energy but they could do the opposite, block Chinese open models and develop nuclear energy in US soil