B300/GB300 Blackwell financing deals smell like bogus multi-layer SPV schemes, warns insider
TheZachMueller · x · 2026-11-03
keennay warns that his feed is suddenly full of B300 / GB300 Blackwell financing deals that smell like the "bullshit multi-layer SPV secondaries" and non-existent BTC OTC deals of yesteryear — suspicious financial packaging dressed up as compute finance.
He adds that he sees "the same mfers" involved, implying the same players are repackaging old schemes amid the Nvidia Blackwell compute-financing boom — a caution flag for today's hot GPU leasing economy.
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