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> as someone with no business experience, how they aren’t just pouring all of that money into enhancing their production capacity. That’s very clearly their bottleneck here.

They know this madness can't go on forever. The last thing they need is to be left with billions of dollars of unused capacity when the bottom falls out of this very stupid bubble.

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> They know this madness can't go on forever.

If they thought that, would they invest massively in the companies that own all these GPUs? They would not. They would invest in anything ELSE they could think of.

But doing that would spook investors and possibly pop the bubble, so they look for ways to mitigate risk and fuel the bubble at the same time.

That might be the case if nvidia commonly invested in its customers - if they suddenly stopped doing that - but I don't think that was the case. On the contrary, these investments surprised because they were NOT the usual.

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