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We should all be worried. When a company invests in it's customers it is extra exposed to the risk of that customer going under. If OpenAI fails, Nvidia loses sales and loses the money it invested in OpenAI.

I imagine it's a similar story. If Intel fails, Nvidia loses sales and this investment.

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Stop worrying and figure out how to short it.

Yes exactly, not sure why I'm being downvoted, other replies are talking about general economic money velocity as if that's somehow relevant to this specific case.

I interpreted your post like what "krupan" posted in the separate sub-thread ("This is a much tighter circle than any of us should be comfortable with"), but maybe others interpreted it differently (the words of your post are quite generic...). Cheers :o)

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