Wait, so AI companies are struggling to raise enough funding to build datacenters for their unproven technology. And to solve this, Nvidia is just handing out cash on the condition that those companies buy their GPUs, which is being spun as Nvidia building a walled garden? That kind of sounds like someone combined the Subprime Mortgage Crisis with a Ponzi Scheme.
https://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economy