Jensen Huang Accused of Overplaying His Hand as Circular Financing Raises Concerns
Gary Marcus · rss · 2026-08-11
Citing financial media, Gary Marcus points out that Nvidia's current "circular financing" model has reached new heights, sparking Wall Street concerns and a slight stock dip. Prominent short-seller Jim Chanos also expressed caution. Additionally, Nvidia is releasing a new fully open-source Nemotron model, which benefits developers but might ultimately undercut partners like OpenAI and Anthropic.
More from Venture
- ZeroDrift Raises $10M Seed to Launch Command, an AI Compliance Firewall — Shruti_0810 · 2026-08-11
- Base44 Hit $1M ARR in Weeks, Acquired by Wix for $80M — petergyang · 2026-08-11
- How $1 of AI Spend Flows Through the Value Chain: iCapital Report — brucemacv · 2026-08-11
- Who Are the Token Brokers in the AI Compute Supply Chain? — thisguy123123 · 2026-08-11
- EA Funds Launches Transformative AI Fund, Replaces Long-Term Future Fund — AaronBergman18 · 2026-08-11
- Open-Source Model Customization Startup Trajectory Raises New Funding at $300M Valuation — steph_palazzolo · 2026-08-11