Who decided to act? Some dirt that everyone thought was swept under the rug leaked, and now everyone can see how much of a dirt bag Jensen is. It's looking to me like the house that Jensen built is just a bit less raggedy than a house of cards built on sand on top of an active fault line. The news of these deals isn't a recent revelation. The recent news is that there's possible skirting of laws by the company led by a philanderer at best with one of his trysts being with a foreign spy. There is no good light to paint this.

Such an important company, with no succession plan. He had 60 direct reports.

Why CCP? That Nvidia has been irking Wall Street bankers by acting like a bank has been public knowledge for quite a while. What Nvidia did is instead of selling their GPUs for $10, they sold them for $100, with very favorable terms over a long time, creating lots of (cheap) debt for others, who were mainly datacenter companies, who could then pay off the loans and rent out the GPUs at razor thin margins.

This scheme had pissed off bankers that a company muscled in on their turf, created lots of debt in a time when US debt was already sky high and becoming unpopular, relied on GPU depreciation being low (implying tech progress was slow, which didn't gel with the singularity crowd), and getting crazy rich in the process.

I don't even know how China factors into this other than competing with the US

> This scheme had pissed off bankers that a company muscled in on their turf

Weird if true, because businesses having a side-line in financing their customers is extremely common. Most large retailers, car dealers etc all do it. Sometimes they outsource to a third party, but sometimes they do it all in house. In a few cases they end up making more money as a finance company than the business they started in.

Yeah, but at this scale, it's mostly banks and private equity and other finance companies, right? Like, funding enormous data centers type debt?

I've seen it be done with consumers and small B2B but not big giant business finance like this before.

I remember hearing about a large US company that had a financing arm that was way bigger than the primary business they were known for.

GE Capital during the 2008 financial crisis?

That's the one I was think of.

Might have been IBM at some points in the past, unsure these days.

> I am curious what the details are specifically

So are most of the shareholders: most of this crap is off of the balance sheet until (if) it comes online!

In the first nine months of 2026, Microsoft, Amazon, Alphabet, Meta, and Oracle spent $556.9 billion on capital expenditures against $542.9 billion in operating cash flow, leaving their combined quarterly at -$33 billion.

Off-balance-sheet AI obligations across MSFT, AMZN, GOOGL, META, and ORCL are roughly $3.2 trillion (nearly six times capex).

Oracle is doing cute stuff like locking itself into 15 to 19 year facility leases while only signing customer contracts lasting up to five years. Some sites, they can’t even finish building.

It's easy man, just get out there and educate the masses so they can see things your way.