ai-bubble on オブライエンの日誌

ai-bubble on オブライエンの日誌https://america.github.io/en/tags/ai-bubble/Recent content in ai-bubble on オブライエンの日誌Hugoen-USSat, 03 Oct 2026 00:00:00 +0900I fact-checked the claim that Wall Street is skeptical of NVIDIA's GPU-collateral financinghttps://america.github.io/en/post/2026-10-03-nvidia-gpu-collateral-ai-bubble/Sat, 03 Oct 2026 00:00:00 +0900https://america.github.io/en/post/2026-10-03-nvidia-gpu-collateral-ai-bubble/A record of fact-checking an X post claiming NVIDIA launched a scheme to raise money using its AI chips as collateral, and that Wall Street is cold toward it. I separate what's verified fact from what's opinion dressed up as fact.