that’ll be when they make some special exceptions to IPO openAI/anthrop8c into sp500 from the start like they did woth spaceX.

the average person consumes mindlessly as lomg as their base needs are met

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they’re doing far more than just that, the way jensen has been able to structure all almost all of these deals essentially offloading all the risk. they sell essentially lease the hardware, ontop of huge chunk of premium up front, ontop of paying for compute itself, ontop of offloading any actual buildout cost onto any greedy schmuck willimg to pay the tab. nvda will be completely fine (though stock price will obviously correct as bubble-levels income drops)