Premium: The Hater's Guide To NVIDIA (Part 2)
A lot of the AI story gets told as pure technology progress. But if the customers only exist because the vendor helped finance them into existence, you’re not just looking at demand. You’re looking at a system.
The core claim
What Jensen Huang admitted
How dependent the neoclouds look
The financing loop
Technology versus hype economics
Why the GE Capital comparison matters
What this protects and what it risks
Bottom line
Source:
Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To NVIDIA (Part 2)
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The skinny
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