Scan to Download Gate App
qrCode
More Download Options
Don't remind me again today

🚨 NVIDIA Just Proved AI Demand Is Real — But Exposed a $4T Trap 💥

$NVDA crushed Q3: $57B revenue, $1.30 EPS, stock +3%, $130B added overnight. But here’s the hidden story 👀

⚠️ Margin Collapse – Gross margins down 74.6% → 73.4% in a supercycle. Pricing power limited, competition looming.

💸Circular Money Machine – $15B cycling through Microsoft, Nvidia & Anthropic, inflating valuations. SoftBank exited NVDA, went all-in OpenAI.

⚡****Infrastructure Wall** – $500B chip orders through 2026, but US grid short** 130-140GW by 2030 → datacenter delays = lost revenue.

🔥 Payback Crisis – AI spend = 1.3% US GDP, yet 95% of AI companies generate $0 ROI. OpenAI burns $13B/year at $500B valuation.

Takeaway: AI demand is real, but the business model is fragile. When circular financing unwinds & infrastructure bottlenecks hit, the $4T AI market could reset violently.

#NVDA #AI #TechStocks #AIChips

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)