Wild that all the AGI doomposting will just end up becoming some pension fund in korea holding the biggest bags in the history of mankind. Let the goyim deal in the real world.

I would like to see the numbers.

If Nvidia sells hardware for $100B with 75% cross margin, and provides $50 billion in backstop for that same hardware, it would be still be nicely profitable deal ($25B) if the backstop capacity would be a total write-off recovering $0. Reselling that capacity in some large discount below already low backstop price would increase the profits.

It's all those pension funds, sovereign wealth funds and Softbank getting into that $500 billion deal that will be hurt.