The AI data center build-out, as it currently stands, is dependent on two things: Nvidia chips and borrowed money. Perhaps it was inevitable that people would begin using Nvidia chips to borrow money. As the craze has gone on, I have begun to worry about the weaknesses of the AI data center boom; looking deeper into the financial part of this world, I have not been reassured.
Nvidia has plowed plenty of money into the AI space, with more than 70 investments in AI companies just this year,…
