Stopping the Misinformation: Circular Financing What $NVDA's $500B financing does is level the playing field between Startups/AI Platforms/Neoclouds to Hyperscalers. Is anyone claiming Hyperscalers are doing circular financing because they have IG financing? By making Nvidia GPUs refundable and extended life assets, Nvidia enables all startups/AI Platforms/Neoclouds to compete with Hyperscalers and Frontier Labs? Who says only Hyperscalers should get IG financing? Who says Frontier Labs should get outsized share of Nvidia GPUs? Nvidia GPUs are not a birthright but whoever utilizes them the best. This is capitalism at work and the result is that AI TAM will grow faster than ever before. Now if Anthropic buys Nvidia GPUs from Neoclouds and ends up having the highest ROI then Kudos to th
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