Comment by BoorishBears
8 hours ago
NVIDIA is sitting on 74% gross margin. If we reach a place where "all" these companies have to do to unlock nearly unbounded demand is take lower margins, they will find capital.
If anything I'm more worried about the consumers than the companies.
It is not nvidia who has problems here, but the ai companies which depend on huge valuations for their continuous funding and survival, thus also those who invest on those valuations. I am not worried about them though, I hope they all burn to the ground, but alas it will not be them who pay for it in the end.