@azonenberg @ireneista @ErickaSimone nvidia have absolutely exorbitant margins on these things right now. they can cope with a big pile of these deals going bad.

more existentially for them, they want to make sure they have customers who aren’t OpenAI and Anthropic. honestly it kinda reads as if they are screwing their firmer customers (hyperscalers, big ai cos) by locking in high prices to make bets on their up-and-coming competitors.

and in the process maybe inflating their stock price a bunch