Oh, wonderful! OpenAI and Anthropic's structural inability to earn a return for there investors should be no problem.

What is NVIDIA's outlook should their customers' funding run out? Or what's the long tail outlook on Google killing its search product?

Google search only dies if AI wins, in which case there's no shortage of demand for tokens. NVIDIA's revenue just doubled year-over-year; even if token demand cools off and they slow to say 25% growth, they'll be fine.

OpenAI and Anthropic not making money would be sad for their shareholders, but that's sort of a different topic from whether the "debt load" you originally cited will be any kind of a systemic problem (it won't).