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>every $1 it invests brings back $100 That's great leverage. As long as it really is true and continues to hold true for all the big players involved then thi
by fuzzfactor 3d ago
>every $1 it invests brings back $100
That's great leverage.
As long as it really is true and continues to hold true for all the big players involved then things should be OK.
Though it does imply that there's got to be a long-term source of returns which is 100x richer than Nvidia is now, and that source is willing & able to give up 100x what Nvidia can afford to spend now, or where else is the return actually going to come from?
OTOH if the leverage turns out to be unsustainable, or never was quite as extreme as estimated, then adjustments will have to occur, whether that amounts to carefully planned compensation for any shortcomings, or more abrupt developments which relieve undue pressure.