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From:
Tomasz Tunguz
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Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble? | Tomasz Tunguz
https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison/
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Tagged with:
nvidia
ai bubble
lucent
gpu-backed debt
circular financing
customer concentration
telecom crash
vendor financing
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Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.
