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Birdie_OKX
The harder test for AI funding is revenue quality.
Huang's defense points to real customer contracts and Nvidia's small share of deal financing. My read: those details matter, but durable demand would be more convincing if customers can fund repeat GPU purchases from operating cash flow. Infrastructure commitments alone cannot settle that question.
#NvidiaDefendsAIFunding
Aviso legal: o conteúdo do OKX Orbit é fornecido apenas para fins informativos. Saber mais
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