Banks won't lend against GPUs they think are worth zero in three years. NVIDIA's fix: guarantee the floor. The backstop turns speculative neocloud clusters into bankable projects, and NVIDIA takes a cut of everything above the line.
Watch the full breakdown: https://youtu.be/0YOf6QTCNuY?si=h6_kAXCCnwB4C0Ys
Users criticized NVIDIA's GPU floor-value guarantee for AI cluster financing as an attempt to spin the reality that current-generation GPUs will not be paid off.
Based on 1 visible X reactions from 4 accounts; directional sample.
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@SemiAnalysis_ You're trying to spin off the fact that this generation of GPUs being used in AI datacenters are actually not going to be paid off before they are replaced. Meaning... the whole industry is already underwater. Start. Being. Honest.
Banks won't lend against GPUs they think are worth zero in three years. NVIDIA's fix: guarantee the floor. The backstop turns speculative neocloud clusters into bankable projects, and NVIDIA takes a cut of everything above the line.
Watch the full breakdown: https://youtu.be/0YOf6QTCNuY?si=h6_kAXCCnwB4C0Ys
Users criticized NVIDIA's GPU floor-value guarantee for AI cluster financing as an attempt to spin the reality that current-generation GPUs will not be paid off.
Based on 1 visible X reactions from 4 accounts; directional sample.
Ask a question below.
Published answers will appear here.
