#NvidiaPerplexityBet
About NvidiaPerplexityBet
Nvidia may join Perplexity's new funding round at a valuation above $30B, over 50% higher than the prior ~$20B; its investment size is unknown. AI servers with Nvidia's next-gen chips may cost over 15% more next year. Raising hardware prices while investing in model and app companies moves Nvidia beyond chip supply toward organizing AI capital. Can this build real demand and long-term revenue, or make GPU sales more reliant on downstream financing and deepen circular-investment concerns?
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NvidiaPerplexityBet المنشورات الشائعة
Chipmaker @nvidia reportedly considered licensing @perplexity_ai’s tech and hiring staff. Now @theinformation says Nvidia may lead a multibillion-dollar investment at a valuation above $30B.
Perplexity’s annualized revenue reportedly now exceeds $750M.#BTCETFInflowsSurge #ETHTests2500 #OKXOutcomeF1TI15Recap
🚨 THIS IS HOW THE AI BUBBLE ENDS
The S&P 500 keeps hitting new all-time highs.
But almost nobody sees the crisis building underneath it.
Wall Street has built a massive debt pyramid.
Just like in 2000.
How the scam works:
Nvidia invests billions into AI startups.
Those startups borrow billions more from Apollo, Athene and Blackstone.
They use Nvidia chips as collateral.
Then they use that borrowed money to buy MORE Nvidia chips.
The money goes straight back to Nvidia.
On paper, it looks perfect: Nvidia reports record sales.
AI startups report explosive growth.
Tech stocks keep going higher. In reality, a huge part of the demand is fake.
And it only works as long as the chip shortage lasts.
Every time Nvidia releases a new generation of chips, the old ones lose value.
The same chips backing billions in debt become worth less.
And most AI companies still aren’t making enough money to justify what they’re spending.
Once the collateral starts falling, lenders tighten.
Startups borrow less. Chip purchases slow.
And the entire loop starts reversing.
This is not an “if.”
It’s already starting.
Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Nvidia $NVDA CFO on “circular financing”:
“We recognize the scale of this support, and we know some will call this circular financing. We see it differently.”
Nvidia has invested nearly $50B in frontier AI labs. OpenAI’s existing and planned commitments represent ~12 GW of Nvidia compute, while Nvidia will provide selective credit support for nearly 2 GW for another frontier AI lab.
“We expect demand from the AI labs for which we expect to leverage our balance sheet to contribute toward roughly a quarter of our business next year.”
Nvidia's possible participation in Perplexity's new round matters less for the unknown check size than for the strategic direction. A valuation above $30B, more than 50% above the prior roughly $20B, would place Nvidia closer to the demand layer it supplies. With next-generation AI servers potentially costing over 15% more next year, backing model and app companies could support adoption. The measured concern is whether durable usage follows, or whether hardware demand becomes increasingly dependent on vendor-linked capital. Not advice, just analysis.
#NvidiaPerplexityBet