Comment by mattnewton
Comment by mattnewton 16 hours ago
Investors assume that people will continue to buy their products, so yes presumably they do care that nvidia’s customers do not go bankrupt.
That’s before even getting into the fact that many of these gpu purchases were partially funded by equity.
Investors, yes. The leadership, highly motivated to show massive revenue growth, not so much. It’s nothing new, telco industry has seen these mechanisms before, for example