Tech giants invest in AI startups, startups buy cloud services, and cloud providers buy Nvidia GPUs. Nvidia earns record profits and reinvests in the ecosystem, keeping the wheel spinning. This loop—where money endlessly circulates through investments, services, and hardware—puts Nvidia directly at the center. But is it sustainable prosperity or a bubble? The Mechanics Big Tech funds AI startups (e.g., OpenAI, Anthropic). Startups spend that capital on cloud computing. Cloud Platforms buy Nvidia GPUs to supply that computing power. Nvidia grows, reinvests, and funnels revenue back into the loop. The Pros Fast Innovation: Capital flows quickly, funding the massive compute needed for breakthroughs. Ecosystem Alignment: Hardware, models, and cloud infrastructure co-optimize rapidly. Investor
The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
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