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200 billion dollars in fresh cash gets sucked out to buy the new listings… Big funds quietly dump Nvidia Microsoft and Google holdings to free up the money… OpenAI racks up 60 billion dollar cloud bills against just 25 billion dollars real revenue… Microsoft Oracle Google and Amazon execs bury …
For those who have followed me long enough, you know that vendor financing has been Nvidia’s practice since the introduction of ChatGPT. They have consistently invested in startups and hyperscalers so that these companies could buy their GPUs. Now, with the massive numbers coming in – an estimated $55B in …
Source with further context I was curious if the same thing happened in the US, I looked up the data and here’s what I found: Since 2012 US business starts have jumped dramatically and it has remained pretty consistent, it’s below its COVID highs but still substantially above the 2012 …