I mean, maybe? Depends on whether NVIDIA can maintain a competitive edge through 2030.
A lot of their income stream is predicated on these symbiotic relationships with GPU consumers, most of whom haven’t been making money. They are effectively a central bank for AI expansion.
If the general market pulls back it’s support, it’s very easy to see NVIDIA hobbled by these enormous unpayable lines of credit, in the same way AIG was fatally wounded by the mortgage crash.
I mean, maybe? Depends on whether NVIDIA can maintain a competitive edge through 2030.
A lot of their income stream is predicated on these symbiotic relationships with GPU consumers, most of whom haven’t been making money. They are effectively a central bank for AI expansion.
If the general market pulls back it’s support, it’s very easy to see NVIDIA hobbled by these enormous unpayable lines of credit, in the same way AIG was fatally wounded by the mortgage crash.