Nvidia Is Not A Ponzi Scheme — AI Investments Prove It So
Before we embark on an a discussion of a recent Nvidia (NVDA) AI investment (no, not the OpenAI one: https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems), we thought we’d start with a more fundamental question: Is Nvidia and the “AI” economy a Ponzi scheme? We address this first because, in the last week, we’ve had several different investors across different platforms […]