It's more like the lumberjack is lending money to the farmer so the farmer can buy his wood. (NVIDIA doesn't consume tokens). If the tokens (eggs) suddenly become much unprofitable then the AI labs aren't going to need as many GPUs (lumber for hen houses) and the borrowed money won't be paid back. Or perhaps more accurately, has even less chance of being paid back than it does now, which is not a high chance.

The numbers are staggering eg: https://www.cnbc.com/2026/08/17/nvidia-financing-open-ai-dat...