英偉達五千億融資是空頭支票：黃仁勳的承諾已一文不值

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memorandums of understanding, which are not worth the paper they're printed on

諒解備忘錄，連印它的紙都不值。

Ed Zitron1:04

In the end, In Video invested thirty billion dollars in open Ai six months after the announcement of the original deal, and open Ai built zero gigawats of data center capacity as a result.

最終，英偉達在原交易宣布六個月後向 OpenAI 投資了三百億美元，而 OpenAI 因此建成的數據中心容量為零吉瓦。

Ed Zitron2:05

this is absolutely circular financing. Nvidia is helping companies raise debt, offering a guarantee on that debt to make sure that the debt is issued, also that Nvidia can be paid using the proceeds from that debt

這絕對是循環融資。英偉達幫助公司舉債，為債務提供擔保以確保債務發行，同時英偉達可以用債務收益獲得付款。

Ed Zitron5:07

where is the return on investment? His answer was, I shit you not that the return is the usefulness of AI.

投資回報在哪裡？他的回答是，我沒開玩笑，回報就是 AI 的實用性。

Ed Zitron5:07

In Video is expected to sell over one point six trillion dollars worth of GPUs by January twenty twenty nine

英偉達預計到 2029 年 1 月將售出價值超過 1.6 萬億美元的 GPU。

Ed Zitron8:13

數字與實體

術語

Memorandum of Understanding (MOU)諒解備忘錄

表明合作意向的文件，通常無法律約束力。

Circular financing循環融資

公司通過擔保客戶債務，使客戶借款購買自己產品，形成資金閉環。

Residual value support mechanism殘值支持機制

英偉達承諾覆蓋項目部分成本，以幫助客戶融資。

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