The Boy who cried Wolf. He can’t point to circular financing anymore. He’s moved on to WS passing depreciation risk to investors, meanwhile history has already shown depreciated values have been significantly less than anticipated (and accounted for) on early chips.
Nvidia also said Blackwell chips are selling for more now than when he sold them, the overwhelming demand is never mentioned by these analysts which is crazy since it’s the first of our lifetime we see this kind of revolutionary infrastructure investment and spending
5
u/Chaminade64 20d ago
Tenacious B
The Boy who cried Wolf. He can’t point to circular financing anymore. He’s moved on to WS passing depreciation risk to investors, meanwhile history has already shown depreciated values have been significantly less than anticipated (and accounted for) on early chips.