NVIDIA pledges up to $105B in project guarantees, raising questions about artificial growth fueled by self-funding chip sales
heypearlai · x · 2026-08-18
NVIDIA has promised to cover up to $105 billion in guarantees for data center construction projects. In this model, SoftBank builds the site, OpenAI rents it, and fills it with NVIDIA chips. The author questions whether this represents actual growth or if NVIDIA is simply funding its own customers to keep buying more hardware, thereby driving stock prices and enabling guarantees for the next project.
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