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We should all be worried. When a company invests in it's customers it is extra exposed to the risk of that customer going under. If OpenAI fails, Nvidia loses
by krupan 10mo ago
We should all be worried. When a company invests in it's customers it is extra exposed to the risk of that customer going under. If OpenAI fails, Nvidia loses sales and loses the money it invested in OpenAI.
I imagine it's a similar story. If Intel fails, Nvidia loses sales and this investment.
- satvikpendem 10mo agoYes exactly, not sure why I'm being downvoted, other replies are talking about general economic money velocity as if that's somehow relevant to this specific case.
- zepearl 10mo agoI interpreted your post like what "krupan" posted in the separate sub-thread ("This is a much tighter circle than any of us should be comfortable with"), but maybe others interpreted it differently (the words of your post are quite generic...). Cheers :o)
- octoberfranklin 10mo agoStop worrying and figure out how to short it.