The loans will just take longer to repay. There is a market for Anthropic & OpenAI, it just likely doesn't have the 200B profit each year required for the maths to make sense.

If shit hits the fan, the companies collapse, then Nvidia gets their money from the investors anyways.

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jacquesm an hour ago | parent | next [-]

NV might end up owning them.

	▲	an hour ago \| parent [-]
		[deleted]

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asveikau 13 minutes ago | parent | prev [-]

I'm hoping when the shit hits the fan, you can get a sick GPU for cheap.

	▲	gonzo41 5 minutes ago \| parent [-]
		it'll be a rack based GPU without video ports. The only thing getting sick GPU's will be landfill when they all burn out and the data center rationalization happens.