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Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

Nvidia's Risky Business describes how Nvidia is finding new ways for its customers to raise money, significantly expanding the risk of the AI buildout. ✦ AI generated

Ben Thompson · Stratechery · 2026-08-14 · original ↗

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Nvidia's Risky Business — Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

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If AI is as valuable as it seems then it should pay for itself, but it hasn't yet; Nvidia's new funding mechanism to tap long-duration capital and Google's leading of equity tapping may build the bridge to sustainable AI revenue, while also expanding the blast radius of a bubble in service of Nvidia's threatened margins.Ben Thompson · Stratechery · conf 80%