I Raised From Nvidia: What Circular Financing Gets Wrong · oddbits

The author argues that Wall Street misunderstands Nvidia's investments in AI companies as circular financing designed to manufacture GPU demand, when Nvidia is actually filling a critical funding gap left by traditional VCs and private equity. According to the piece, Nvidia's rigorous due diligence and balance-sheet support help high-growth AI startups and neoclouds overcome infrastructure financing barriers that no other investors will touch. The author contends that these investments ultimately help foster an open-source AI ecosystem and prevent a centralized monopoly. Open article →