Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu...
by dofm on Saturday November 14, 2026 @09:44AM
(#50497419)
OpenAI's are worse and the market thinks so; they are having trouble raising the money they want, the way they want.
Agree with the rest of this though. This whole idea that Nvidia is likely to get much of a normal return from their vendor financing strikes me as tenuous, and what they really are getting is the creation of the perception of scarcity.
One day soon, the notion that GPU scarcity is a proxy for AI demand will finally lose its currency and I think that will be the start of the reckoning.
Agree with the rest of this though. This whole idea that Nvidia is likely to get much of a normal return from their vendor financing strikes me as tenuous, and what they really are getting is the creation of the perception of scarcity.
One day soon, the notion that GPU scarcity is a proxy for AI demand will finally lose its currency and I think that will be the start of the reckoning.