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Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

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Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#141

Post by CrimsonRain »

0xc0c0c0 wrote: post #122
CrimsonRain wrote: post #98

Earlier quoted context omitted.

If you think it's a problem, short NV or buy competitors who are not doing this or don't buy their share at all. If you're right, they'll get burned soon enough and it's none of your business!

Markets can remain irrational longer than you can remain solvent.

Market is _never_ rational. If market followed rational logic, you could pre-calculate which stocks will be what price and never lose money.

(Stock) market is, by definition, irrational. If you are scared of solvency, sell and hold money and/or gold.

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#142

Post by CrimsonRain »

boesboes wrote: post #105
CrimsonRain wrote: post #98

Earlier quoted context omitted.

If you think it's a problem, short NV or buy competitors who are not doing this or don't buy their share at all. If you're right, they'll get burned soon enough and it's none of your business!

Heavy bags huh?

idc how market goes. my bag is hold for 15 years.

A crash is just another chance of buying more.

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#143

Post by Aboutplants »

Does AI end up being much closer to a Crypto style result late 2010’s-early 2020’s) or is it closer to the Web style late 90s landscape? Both had somewhat similar early outcomes for a lot of the initial front runners with some experiencing legal issues and others collapsing due to sketchy finances. Crypto ended up not being as earth shattering as most believers wanted it to be but there are still many billionaires and large companies that exist and continue to churn profit. Will a similar fate exist for AI companies? A few large winners, lots of large/medium/small losers (with some taking the legal and financial hits) but a decently large industry (not earth shattering) survives and establishes to simply be a small piece of the greater economy rather than the primary driver as most AI truthers believe?

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#144

Post by aurareturn »

michaelt wrote: post #134
aurareturn wrote: post #112

Earlier quoted context omitted.

I don't think the tech industry embraced cryptocurrency. There are a few outliers like Meta's basket of currency crypto attempt and Sam Altman's World Coin. Meanwhile, the entire tech industry has embraced LLMs one way or another.

Maybe not, but the cryptocurrency grifters all dressed themselves as tech visionaries. And tech venture capitalists, Altman and Musk were big boosters of cryptocurrencies. To an outsider, cryptocurrency cones from the tech industry, despite the fact Apple and Google didn’t bet big on it.

Most of them were outside of the traditional San Francisco/Silicon Valley tech companies.

Most of these were in Asia, New York, 2nd/3rd world countries, etc.

I think any association between cryptocurrencies and AI is a lazy one.

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#145

Post by uncivilized »

aurareturn wrote: post #128
SecretDreams wrote: post #124

Earlier quoted context omitted.

> The core problem here seems to be that people think your supplier having an equity stake in your company is wrong or risky. If these were all private entities, I think it'd be okay. But they're public entities and they're using the pittance of investment as a force multiplier on their stock price, which they're then regularly using to raise capital. A lot of dumb money in retail investors (as well as corporate) are…

The actual money is coming from big tech profits, debt, and rapidly growing AI revenue (Anthropic growing from $9b ARR to $60b+ ARR in a few months). A very small percentage is coming from Nvidia. And before someone tells me AI demand is fake and circular, my company is spending thousands on Anthropic a month, up from $0 in 2025. And no, we're not getting scammed by Anthropic or tokenmaxxing for no reason. We are get…

What value?

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#146

Post by CrimsonRain »

wizzwizz4 wrote: post #140
vb-8448 wrote: post #108

Earlier quoted context omitted.

To make money on financial markets it's not just about "if" but also "when" ... and even if I think it's problem (which I didn't say) i for sure don't know "when"!

Someone had a model combining shorting with investigative journalism, a while back. They'd short, then release evidence showing that the company was way overvalued, then make their money when the stock price dropped.

i think you are talking about hindenburg research center

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#147

Post by philipallstar »

InsideOutSanta wrote: post #27
philipallstar wrote: post #25

Earlier quoted context omitted.

> If they reach some kind of profitability it's not a big deal, but if not ... What is the end of this sentence?

... then it is a big deal.

Okay, but why? What's the actual thing that will happen?

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#148

Post by ahoka »

lowsong wrote: post #127
Der_Einzige wrote: post #117

Earlier quoted context omitted.

There is no AI bubble. The underlying fundamentals do in fact line up with the market. The faster you realize this will never pop, the faster you realize that you too can make money in the biggest gold rush in human history.

The faster you realize this will never pop, the faster you realize that you too can make money in the biggest gold rush in human history. Hey, yeah, quick question. How did the historical literal "gold rushes" end? Gold worth tens of billions of today's US dollars was recovered, which led to great wealth for a few, though many who participated in the California gold rush earned little more than they had started with.…

"Capitalism is an economic system based on the private ownership of the means of production and its use for the purpose of obtaining profit."

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#149

Post by lukan »

CrimsonRain wrote: post #141
0xc0c0c0 wrote: post #122

Earlier quoted context omitted.

Markets can remain irrational longer than you can remain solvent.

Market is _never_ rational. If market followed rational logic, you could pre-calculate which stocks will be what price and never lose money. (Stock) market is, by definition, irrational. If you are scared of solvency, sell and hold money and/or gold.

"(Stock) market is, by definition, irrational"

I assume this is just your definition?

Is weather irrational, because you cannot calculate it?

Markets and weather are just too complex with too many unknowns to calculate it.

Re: Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

#150

Post by Capricorn2481 »

RetroTechie wrote: post #123
shevy-java wrote: post #96

With the rising prices of RAM, I feel these companies owe us money - in particular NVIDIA. I feel that the "free" market is not working when you have de-facto monopolies, as is the case right now. The AI explosion exposed that problem. Why are politicians not doing anything? Too bribed already?

What? You can go out & buy whatever RAM you want. It just requires willingness to pay more than Nvidia & friends. That's how markets are supposed to work. Manyfacturers aren't artificially restricting supply, they're running fabs full-tilt. You could want them to build more fabs to meet demand. Which they are, but at a more modest rate than what you would want, because those manufacturers have been burned in previous…

> You can go out & buy whatever RAM you want. It just requires willingness to pay more than Nvidia & friends. That's how markets are supposed to work.

Ram was a commodity and now it's not. Markets are not supposed to decommodidy things because a single company got so big that it could buy half the worlds supply. That's not a normal situation or a healthy market, and people can feel however they want about it. They had a previous good taken from them.

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