Nvidia's Latest $2 Billion Deal: Defying Short Sellers or Digging a Deeper Hole?
Nvidia faces allegations of circular financing where its investments in customers drive GPU purchases, raising concerns about artificially inflated sales and systemic risk.
A top analyst warned of a 'prisoner's dilemma' and 'AI wobble' in the stock market just days before Palantir seemed to confirm everyone's fears | Fortune
Circular financing among AI firms creates a prisoner's dilemma that could trigger an AI-driven market wobble, worsening concentrated tech losses and prolonging valuation recoveries.