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Cassandra Unchained· 2026-07-29 04:33
There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions . https://t.co/QH1PyLRNexKakashii (@kakashiii111):Jensen will do anything to keep "neocloud" business off Nvidia's balance sheet, and will do anything to drive demand, even as rising costs start to weigh on the neoclouds and the funding currently provided by dilution, debt, and SPVs isn't enough.So Jensen came up with an https://t.co/pz77lADe7u ...