alt Hacker NewsNVIDIA, Micron, SK Hynix, and other hardware manufacturers, and also hyperscalers are the ones making the hard cash (unless you’re Oracle, that company is more than fucked)
NVIDIA, Micron, SK Hynix, and other hardware manufacturers, and also hyperscalers are the ones making the hard cash (unless you’re Oracle, that company is more than fucked)
They’re also at the centre of a lot of circular deals, nvidia in particular is notorious for it and still doing it.
From last month: https://www.bloomberg.com/news/articles/2026-07-27/nvidia-s-...
Or from 2025: https://www.cnbc.com/2025/10/15/a-guide-to-1-trillion-worth-...