Nvidia deals worth more than $750 billion reignite fears of circular AI financing
emmanuelvivier · x · 2026-07-28
- The thread says Nvidia deals valued at more than $750 billion are reviving concerns about circular financing in AI.
- The market now has to separate real customer demand from demand effectively financed by the ecosystem itself.
Related event: Nvidia's $750B+ AI Deals Spark Circular Financing Concerns(8 posts)→
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