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Nvidia insists it isn’t Enron, but its AI deals are testing investor faith
(www.theguardian.com)
this post was submitted on 30 Dec 2025
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does Nvidia have any competitors? I don't think Nvidia can go bankrupt
Nvidia has cuda. Most ai only used cuda so only uses nvidia, but people are working too get over that particular moat
You can never be too big to fail
P.S. No, I'm not saying that Nvidia's going bankrupt
Nvidia has competitive edge. They won't go bankrupt but they they will undermined heavily when the AI bubble pops.