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Nvidia is turning into a savings and loan company that happens to design computer chips on the side. What could possibly go wrong.
The loans will just take longer to repay. There is a market for Anthropic & OpenAI, it just likely doesn't have the 200B profit each year required for the maths to make sense. If shit hits the fan, the companies collapse, then Nvidia gets their money from the investors anyways.
Earlier quoted context omitted.
The loans will just take longer to repay. There is a market for Anthropic & OpenAI, it just likely doesn't have the 200B profit each year required for the maths to make sense. If shit hits the fan, the companies collapse, then Nvidia gets their money from the investors anyways.
NV might end up owning them.
What would happen to Nvidia, Anthropic, OpenAI, if tomorrow someone released an open weights model on HuggingFace that matched performance and accuracy of Opus 5 running locally on an RTX 5070? That won’t happen tomorrow, but it will likely happen someday… what’s the plan beyond “don’t be the one holding the bags?”
There’s no reason to assume frontier-level intelligence eventually collapses all the way onto a midrange consumer GPU. In fact, there are quite a few reasons not to assume that (information-theoretic constraints, etc).
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You pay Apple for a MacBook, Apple uses it to develop a better MacBook.
What goes wrong is leverage. We haven't seen much hint of the 10x leverage kind of deals that brought down the house in 2008.
What would happen to Nvidia, Anthropic, OpenAI, if tomorrow someone released an open weights model on HuggingFace that matched performance and accuracy of Opus 5 running locally on an RTX 5070? That won’t happen tomorrow, but it will likely happen someday… what’s the plan beyond “don’t be the one holding the bags?”
RTX 5070 prices go up ~N times. Nvidia makes more money because it's easier to make these things than it's to make a GB300.
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All economics is circular financing, that's how it works. You pay Apple for a MacBook, Apple uses it to develop a better MacBook. What goes wrong is leverage. We haven't seen much hint of the 10x leverage kind of deals that brought down the house in 2008.
What would happen to Nvidia, Anthropic, OpenAI, if tomorrow someone released an open weights model on HuggingFace that matched performance and accuracy of Opus 5 running locally on an RTX 5070? That won’t happen tomorrow, but it will likely happen someday… what’s the plan beyond “don’t be the one holding the bags?”
There’s no reason to assume frontier-level intelligence eventually collapses all the way onto a midrange consumer GPU. In fact, there are quite a few reasons not to assume that (information-theoretic constraints, etc).
It's almost a given that whatever is frontier intelligence today will run on a potato in a few years.
Earlier quoted context omitted.
All economics is circular financing, that's how it works. You pay Apple for a MacBook, Apple uses it to develop a better MacBook. What goes wrong is leverage. We haven't seen much hint of the 10x leverage kind of deals that brought down the house in 2008.
Uh no, NVDIA helping startups get financing so they can buy NVDIA chips is inherently damaging because eventually the debtors will not help with the financing and startups will not be able to buy chips.
A Toyota dealership arranges a loan for you. Through a bank for a used vehicle, sometimes through Toyota itself for new cars.
A house builder will routinely take on part of the loan providing burden to get some of the interest.
Even someone selling you their thirty year old house will often provide seller financing.
You may have ideological opinions against this, which is fine. There are billions of people, for example that are fundamentally opposed to the idea of interest. But like it or not, this is how it has worked for the last ~500ish years.