[abixb]

>They’re absolutely going to get bailed out and socialize the losses somehow.

I've had that uneasy feeling for a while now. Just look at Jensen and Nvidia -- they're trying to get their hooks into every major critical sector as they're able to (Nokia last month, Synopsys just recently). When chickens come home to roost, my guess is that they'll pull out the "we're too big to fail, so bailout pls" card.

Crazy times. If only we had regulators with more spine.

[pulse7]

Nvidia is the ultimate beneficiary of the money invested (due to expensive GPUs). If Nvidia loses these good customers, it will have less revenue. So it prefers to slowly buy it's customers with this money...

[abixb]

I get that, but what I'm saying is that it's anticompetitive as heck. In a fair system, profits from NVDA's revenue growth should've been distributed to shareholders as dividends or reinvested into the company itself, not buy its own customers -- that's my (and countless others') biggest gripe with the whole AI bubble bs.

Antitrust regulators must be sleeping at the wheels.