TechCheck Nvidia's self-funded AI loop 10/8/25
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Oct 8, 2025 Nvidia is revolutionizing AI financing, emerging as a key player in the industry by investing in companies like xAI and CoreWeave. CEO Jensen Huang reveals his frustration over not investing more in xAI. The firm has over $100 billion in commitments to various AI startups, raising questions about its influence on the market. A unique financing model using chip-backed debt is discussed, highlighting potential risks. Lastly, concerns about sustaining investor interest in long-term AI projects are brought to the forefront.
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Huang Regrets Not Investing More
- Jensen Huang told CNBC he wishes NVIDIA had invested more in X.A.I. and other startups they've backed.
- He framed those investments as part of a strategy to support the entire AI ecosystem.
NVIDIA Wears Multiple Hats In AI
- NVIDIA has deployed capital across chips, cloud services, and startups, creating deep exposure to the AI ecosystem.
- That exposure blurs roles as supplier, investor, financier, and customer, reshaping market dynamics.
Chip-Backed Debt Creates Circular Demand
- Nvidia is financing customers via chip-backed lending where GPUs serve as collateral for debt deals.
- That creates circular revenue and raises questions about asset depreciation and demand propping.