u/Rare_Piano_1369 · 20d agono track record yet
Nvidia's customer concentration went from 0% to 61% in four years, right as it agreed to insure 25% of its own customers' loans. Breaking down what the filings and credit markets actually show.
Nvidia's customer concentration jumped from 0% to 61% in four years, with three of the four largest customers (Google, Amazon, Meta) actively building competing chips. The $500B financing deal where Nvidia backstops 25% of collateral losses mirrors late-90s telecom equipment financing structures that preceded major writedowns, suggesting the market is mispricing execution risk despite credit markets already pricing in concern.
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