Rory O'Driscoll, General Partner at Scale Venture Partners, outlines the downside risks Nvidia takes by guaranteeing customer GPU financing during the AI boom.
“And if that slows down and there's excess capacity, these deals will look horrible because you'll not just not be, if you're Nvidia, you'll not just be not growing quickly. You'll be debooking prior revenue. You'll be kind of taking, you know, you'll be taking money back because your customer will have gone bust. So the whole thing is a derivative bet on keeping this thing going.”
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