The Central Bank of NVDA
Philo cuts through the deafening noise around Nvidia’s dealmaking — and reveals the actual signal.
Self-funded demand loops
Direct investment into Open AI
Seeding cloud service providers like CoreWeave
Equity and debt leverage
and it definitely does not end there
The post comes with a video slideshow — Philo mapping the AI cycle from the inception stage: Microsoft seeding Open AI with cloud credit —> up to the present moment.
Included one hidden dimension that no one seems to have grasped yet.
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