Their “investments” in their largest customers are showing up as sales volume when they’re essentially giving products away. This coming year has four major companies coming to market with deadly serious competition, and the magic money investment in AI scams is drying up very quickly. So, if I was nvidia, doing what Jensen has been up to with the CEO-to-CEO customer meetings to arrange delivery timelines, and royally screwing over his most reliable channel partners, I’d hope with everything I have that the customers I have keep buying needlessly so the bubble never bursts.