AI demand comes from 300 million businesses, not circular-financing narratives
BenBajarin · x · 2026-07-27
A comment on the circular-financing debate around Nvidia and ChatGPT, arguing that the real demand pool is far larger than the headline controversy suggests.
- The post says the real customers driving AI demand are the roughly 300 million businesses in the world outside China, plus their employees.
- It rejects the idea that circular financing claims explain away AI chip demand.
- The underlying point is that AI workflows are a mass-market business opportunity, not just a single-customer story.
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