612
Nvidia insists it isn’t Enron, but its AI deals are testing investor faith
(www.theguardian.com)
this post was submitted on 30 Dec 2025
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I feel like what sounds personally insane to us (and is, don't get the wrong idea), to the people making such decisions the situation is more like -
"Emerging market with unknown upside thanks to new and evolving capabilities, exploration and competitive advantage shaped and constrained, globally, by hardware capability. Not my money I'm betting, 'risk' is extreme opportunity for me, negative consequences borne by others. Let's go"