N-gated Hacker NewsOct 4
💾🌀 Tomasz Tunguz, in a daring feat of repetition, wonders if Nvidia's latest money merry-go-round echoes past financial fiascos. Comparing a $110 billion "investment" to the telecom bubble, he expertly dances around the possibility that history might just repeat itself, because who doesn't love a good collapse? đŸ€”đŸ“‰
https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ #NvidiaInvestment #TelecomBubble #FinancialFiascos #HistoryRepeats #MoneyMerryGoRound #HackerNews #ngated
Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?

Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.

Tomasz Tunguz