"We Know Some Will Call This Circular Financing" - NVIDIA

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Sponsor: ID-Cooling Frozn A620 SLK on Amazon https://geni.us/Vc8Zi NVIDIA keeps talking about GPU rentability, GPUs equaling GDP, how fantastic scarcity is for its business, and how it definitely, absolutely isn't engaging in circular financing. No, NVIDIA says it is not a circle. It's a cycle. A "virtuous cycle" -- which, to be clear, is not a circle. Cycles aren't circles. We are not a car. While all of this is going on, Jensen Huang gets closer to the US Government and President Trump, who has substantial personal investments in AI companies (including NVIDIA). But for NVIDIA now, it's all data centers, all the time. Oh, and smuggling is still in the headlines. Buy our AI GPU Black Market documentary on Blu-Ray, which was nominated for awards in reporting: https://store.gamersnexus.net/products/blu-ray-ai-gpu-black-market-gamersnexus-movie-with-booklet Or watch the documentary for free on YouTube: https://www.youtube.com/watch?v=1H3xQaf7BFI The best way to support our work is through our store: https://store.gamersnexus.net/ Like our content? Please consider becoming our Patron to support us: http://www.patreon.com/gamersnexus TIMESTAMPS 00:00 - Circular Financing 04:20 - GPU Rental Price Per Hour 08:00 - There's No ROI on AI 12:10 - Rentability of NVIDIA GPUs 16:03 - Embarrassed About Gaming 20:11 - NVIDIA's Commitments 23:01 - Jensen Sucks Up to Trump 27:40 - Sam Altman Has a Plan TM 30:29 - It's Not a Circle 32:57 - More GPU Smuggling 35:47 - NVIDIA's Investment

Published 2026-09-29 · Watch on YouTube ↗
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