“ Nvidia was up about 4.5% on the announcement. This project alone is a full year’s worth of Nvidia chips, which should further put to bed any question of Nvidia running out of Western customers for its chips, as discussed later in the post.”

Wait NVIDIA is paying its customers to buy more chips and I’m supposed to not be concerned they’re running out of customers?

This thinking seems to be a direct descendent of SBF’s thought process. Is there such a thing as being too smart? It seems amazing to watch people make a decision a like 80 IQ person knows is stupid but a 140 IQ person thinks is smart, and bet on the 80 IQ person.