More than 50% of revenue is paper? Nvidia's revenues rose by nearly $4 billion sequentially. Accounts receivable rose by $2.4 billion.

Revenues rose by nearly $4 billion sequentially. AR rose by less than $2.4 billion.

— funwithnumberz (@funwithnumberz) May 22, 2024

Accounts receivable represent the money owed to Nvidia by its customers for products or services that have been delivered but NOT yet paid for. An increase in accounts receivable indicates that while Nvidia has made sales, it has not yet collected the cash from these sales. Rapid… https://t.co/SveRjfByI9

— The Coastal Journal (@1CoastalJournal) May 22, 2024

See also If Trump wants to grant mass amnesty, why does ICE need 185 billion in funding?

See also Google had the tech to beat ChatGPT. They shelved it to protect ad revenue. Now LLMs are eating search. DeepSeek exposed the bloat. AIEO is replacing SEO. The reckoning is coming.