they’re doing far more than just that, the way jensen has been able to structure all almost all of these deals essentially offloading all the risk. they sell essentially lease the hardware, ontop of huge chunk of premium up front, ontop of paying for compute itself, ontop of offloading any actual buildout cost onto any greedy schmuck willimg to pay the tab. nvda will be completely fine (though stock price will obviously correct as bubble-levels income drops)