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Comment by vb-8448

17 days ago

> Coreweave and Nebius think this is a great business model.

It's irrelevant.

> If their business model thinks they can make a profit doing it this way, why stop them?

I don't think someone needs to stop them, but there are some legit questions that need an answer:

- what happens to all these companies when growth decelerate or stop?

- what happens to nvidia stock when it has to buy back unused gpus?

- what are the risk that a sectorial financial crisis turn into a major economic crisis?