Alan CampbellIf only there was a functioning SEC
YouTube
Benjamin Carr, Ph.D. 👨🏻💻🧬#AMD to Backstop $300 Million #Crusoe Loan, Following #Nvidia Playbook
Chipmaker is playing catch-up to rival Nvidia in #AI chip sales to data centers
AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and install them in a data center in Ohio. The loan from Goldman Sachs will be backed by the chips and related equipment, said people with knowledge of the deal.
https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook
https://archive.ph/ZTsKG
#CircularFinancing
Chipmaker is playing catch-up to rival Nvidia in #AI chip sales to data centers
AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and install them in a data center in Ohio. The loan from Goldman Sachs will be backed by the chips and related equipment, said people with knowledge of the deal.
https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook
https://archive.ph/ZTsKG
#CircularFinancing
AMD to Backstop $300 Million Crusoe Loan, Following Nvidia Playbook
Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival Nvidia: lending its financial support to upstart cloud providers buying its chips. AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and ...
BGDon 🇨🇦 🇺🇸 👨💻Watch this trend CLOSELY! This motion has the potential to implode big chunks of the current AI business model, as practiced by the big model AI providers.
Big "frontier" intensive compute AI models may soon reach diminishing returns compared to smaller models for becoming more efficient and delivering higher levels of performance.
The real danger here is that AI algorithms quickly hit a performance cliff and huge scaling of AI infrastructure becomes a financial abyss. Developing more efficient and smaller algorithms needs more attention. https://www.wired.com/story/the-ai-industrys-scaling-obsession-is-headed-for-a-cliff/ #AI #MIT #AIFrontierModels #AIModels #AIInfrastructure #CircularFinancing #VendorFinancing #AIAlgorithims
To bubble or not to bubble?
I'm no financial wizard, but what I DO know, is that fundamentals matter! Hyperbole is not a fundamental metric. https://www.bbc.com/news/articles/cz69qy760weo #AI #OpenAI #SiliconValley #Bubble #dotcom #Nvidia #CircularFinancing #VendorFinancing
Hacker NewsCircular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison/
#HackerNews #CircularFinancing #Nvidia #TelecomBubble #InvestmentAnalysis #TechTrends
eicker.news ᳇ tech news#Nvidia’s $100 billion #investment in #OpenAI, along with other #circularfinancing deals, has raised concerns about an #AIbubble. These deals, where Nvidia invests in companies that then purchase its products, inflate demand and valuations. While the extent of this impact is unclear, it echoes past #technologybubbles and could lead to significant #losses if the #AImarket cools. https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/?eicker.news #tech #media #news
