NVIDIA has a strong interest in the financial plausibility of their big orders and the correlation between counterparty risks, and didn't scale up production du

NVIDIA has a strong interest in the financial plausibility of their big orders and the correlation between counterparty risks, and didn't scale up production during the crypto bubble because they understood the dynamics you are describing. On the other hand, selling to customers who can't pay but who look solvent to public investors sounds like the kind of short-termism nobody should be too surprised to be reading a book about in a few years...