The article is actually about all the debt. GPU backed loans which are highly questionable in terms of collateral to back lending. It has to do with how long G

The article is actually about all the debt. GPU backed loans which are highly questionable in terms of collateral to back lending. It has to do with how long GPUs stay useful when newer, more efficient ones come out. If the newer GPUs make the older GPUs not profitable anymore, wouldn't companies rush to order new GPUs, benefiting Nvidia? I don't see how Nvidia loses in this scenario. The only way this can all "collapse" is overbuilt capacity and/or AI not being as useful. Right now, everyone is saying they don't have enough compute including Google, OpenAI, Anthropic, etc. China is desperate for Blackwell GPUs but can't get any. Every Chinese frontier lab is saying they they have the software architecture to match the US but not enough compute.