I'm Not Convinced the AI Bubble Exists

Re:I'm Not Convinced the AI Bubble Exists by drillsteps5 on Monday November 09, 2026 @11:33AM (#50427880)

Here's interesting question I haven't seen covered. The promises to buy hardware (not just NVIDIA but networking, servers themselves, etc etc) are NOT on the income statements of the buyers...

Are the contracts on the income statements of the sellers? If Anthropic promised to buy $200B of GPUs from NVIDIA, is it recorded on NVIDIA's income statement (other than a footnote "we have $200B orders lined up")?

'Cause if it is, that'd be $200B GDP increase _literally_ conjured out of thin air.

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Re:I'm Not Convinced the AI Bubble Exists by dofm on Monday November 09, 2026 @11:38AM (#50427963)

I don't agree with him on everything but one of the questions Ed Zitron has raised is — have all the GPUs Nvidia has sold actually been manufactured and warehoused?

If they haven't been manufactured, things are potentially quite sketchy.

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