When people accuse AI companies of circular financing, they meant it as a way to juice up their financial reports.
This is not the case. This is just having influence.
I don't think this locks the startup into Nvidia stack. I don't think this is advertising either. It's just influence.
Circular is not the word I use to describe this business tactic.
It also makes everyone else’s success theirs. Personally I’m really happy to effectively be an LP in the Nvidia VC fund.
Yes but how many such isolated cases are there? There is a real possibility that a lot of the AI bubble is fuelled not by dealing with itself but by pulverizing influence all over the market.