But the circular-financing risk is real. Capital flows to AI operators, which then buy Nvidia GPUs, amplifying both growth and risk. The key question is whether data centers can generate enough cash flow to justify the investment. If utilization disappoints or cheaper chips gain traction, the model could become a vulnerability.
For me, it’s more genius than gamble—for now. I’m bullish on AI infrastructure, but I’ll watch utilization, data-center returns and financing costs closely. Ultimately, the economics still have to work. 🚀🐯
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- icycrystal·08-13 12:37TOPthanks for sharing2Report