Chanos and Gary Marcus question Nvidia: even the best chips won't sell if customers can't profit
GaryMarcus · x · 2026-09-26
Gary Marcus shares his RiskReversal podcast conversation with famed short-seller Jim Chanos on Nvidia's prospects. The core argument: if Nvidia's customers don't make money using its products in the long run, even the world's best chips won't keep them buying. It's a challenge to the sustainability of the AI compute arms race, where many customers buy GPUs funded by capital raises rather than downstream profits.
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