Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu...
by omgwtfbyobbq on Saturday November 14, 2026 @12:22AM
(#50494258)
According to Gemini, Nvidia added $43 billion in direct equity stakes,$36 billion in AI compute partnerships, and $100+ billion in loan lease guarantees, which works out to $63 billion this year and $20 billion for the next 3 years, and $10 billion for the last 6 years.
So about a third, a sixth, and a twelth of their annual revenue respectively.
I think the larger concern is that both the revenue and agreements depend on Nvidia maintaining sales, market share, and capacity TSMC/etc... If they run into trouble on any of those fronts, their revenue and assets could take a hit from multiple directions.
So about a third, a sixth, and a twelth of their annual revenue respectively.
I think the larger concern is that both the revenue and agreements depend on Nvidia maintaining sales, market share, and capacity TSMC/etc... If they run into trouble on any of those fronts, their revenue and assets could take a hit from multiple directions.