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The OpenAI / AMD deal was even crazier. This stuff is all good, until it’s not. Then everything implodes as not only does the “revenue” go away, but then companies take big write downs from the value of the investments they previously counted as income.

I think the initial investment are calculated as CapEx, not revenue: t.ly/NO52v

So the initial investment is free! Lunch is served!!

Well - it's potentially a good deal for the supplier if they can buy ownership of companies downstream of them through their supplies.

It sure is