Sunwalker: Nvidia investments in neoclouds resemble revenue swaps
Rahul Sonwalkar · SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN · May 15, 2026 · at 10:04
Rahul Sunwalker and TBPN hosts discuss artificial startup ARR growth and whether venture capitalists and major tech companies engage in circular revenue deals.
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“You see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. They help start these new, new clouds. And then you have of course, like NVIDIA investing in, in AI labs that end up being like downstream consumers of these GPUs. And so like, I think in a way, like, Yes. It's kind of like a revenue swap where you're investing in a company and then like, they're kind of like buying your product.”
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