"Jensen played GOD": founder accuses Nvidia of circular deals, smuggling and a $5T bubble
bindureddy · x · 2026-11-15
Bindu Reddy argues Nvidia's $5T valuation was built on Jensen Huang "playing GOD": coaxing suppliers, circular deals, mega acqui-hires propping up startups, backstopping neoclouds against hyperscalers, and enabling smuggling to China to block future chip competition. A pointed critique amid growing doubts about Nvidia's business model sustainability.
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