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anthonybourdaintoday at 3:50 PM1 replyview on HN

Okay, but at some point these investments need to start turning profits; the financing NVDA has arranged is temporary, and private credit needs returns at some point. The overinvestment in AI will lead to a downturn in the capital cycle.


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jskdkdkdkftoday at 4:36 PM

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