672
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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Well, "Thou shalt not create a machine to counterfeit the human mind" was pretty clear in the 1960s but what do I know?
Nvidia has aggressively rebutted suggestions of any similarity [to failed telecom Lucent], saying in a leaked recent memo that it “does not rely on vendor financing arrangements to grow revenue”.
...Saying in a memo that was suspiciously, conveniently leaked and just so happens to claim everything is fine
NVIDIA isn't Enron but they definitely are Cisco.
NVIDIA is not Enron but they will definitely ~~loose~~ lose a great deal when the AI bubble pops.
LOSE
No idea if that was autocorrect or stupidity.
A little of column A, a little of column B.
I'm curious. Economically speaking, what would happen if Nvidia pulled a "Steam" and had a "February sale" where some models of video card were discounted enough to lead to a massive spike in sales numbers? A big enough discount to generate a greater total net return on sales for the quarter despite the fact that they were sold at a lower profit margin per individual sale? Assuming limitations like "you must create an account with a residential shipping address that can receive no more than x cards at the discounted price per street address" or some such to limit scalping, would simply showing increased profits do them any good?
Or is the problem due to a lack of product quantity?
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This is more MCI Worldcom than Enron.
I don't know if it's just me or maybe dude is just getting older or photographers prioritizing different things, but I kinda love recent pictures of Jensen Huang.
Lately, I feel like whenever he is talking to anyone he always has this face that makes it seem like he's wondering if whoever he's talking to is going to finally be able to convince the world that all of this is falling apart and he's wondering "Is this where this train finally goes off the rails?".
hes probably stressing out in behind the scenes.
Just crash and burn already please, so other companies can rebuild and take your place. Please, for the love of god.
does Nvidia have any competitors? I don't think Nvidia can go bankrupt
You can never be too big to fail
P.S. No, I'm not saying that Nvidia's going bankrupt
Nvidia has cuda. Most ai only used cuda so only uses nvidia, but people are working too get over that particular moat
Nvidia has competitive edge. They won't go bankrupt but they they will undermined heavily when the AI bubble pops.
Just tell me when the memory shortage ends.
reply to me with images of AMD-chan, anyone who doesn't comply I'll block.
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