Part 16The loan is a bridge
Daniel Nishball of SemiAnalysis cast Nvidia on July 6 as the central bank of AI: small buyers can pay for GPUs but cannot show a lender a credit rating.
The Seller Holds the PaperPerson
Daniel Nishball
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Part 16 · The loan is a bridgeJul 6, 2026
They characterize Nvidia as acting like the central bank of AI, supplying support where the private lending system will not, because small buyers can pay for GPUs but cannot offer creditors a credit rating, and Nvidia does not want demand…
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