I fact-checked the claim that Wall Street is skeptical of NVIDIA's GPU-collateral financing
I saw a post on X along these lines: NVIDIA had proposed a massive scheme to raise capital using its AI chips as collateral — but the poster doubted its cutting-edge chips or the infrastructure around them were really worth that much, said Wall Street was cold on it too, and concluded AI is an overvalued bubble likely to cool off eventually. I’d been curious about the AI bubble question for a while, so I decided to check this claim myself. ...