AI★★★★Hacker News · 2026-07-11
Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
The GPU business of companies like Nvidia, CoreWeave, and Nebius is experiencing rapid growth. However, this growth is fueled by a complex circular financing model. This model has significant implications for the development of the GPU industry.
📌 Key points
- The GPU business of Nvidia, CoreWeave, and Nebius is growing rapidly
- The circular financing model has a major impact on the development of the GPU in
- This model may lead to instability in the industry
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