#gpu_backed_debt — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #gpu_backed_debt, aggregated by home.social.
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Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison/
#ycombinator #vendor_financing #Nvidia #Lucent #AI_bubble #circular_financing #GPU_backed_debt #telecom_crash #customer_concentration #cash_flow_analysis #SPV_financing #depreciation_schedules