Eli the Computer Guy questions how Nvidia has enough chips left over to provide hardware for future profit-sharing agreements if they were selling their chips as fast as they were producing them.

Eli the Computer Guy compares the current AI situation to a Ponzi scheme, where the deeper one gets into the financial fraud, the harder it becomes to exit without making victims whole.

Eli the Computer Guy states that if a business is performing well and experiencing high demand, it would prioritize collecting money over developing complex financing schemes.

Nvidia offers startup customers a chance to swap compute power for a share of their future revenue.

The prevailing narrative has been that every GPU purchased is immediately put into production.