Post
Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI finance is becoming circular: 55.2% of AI investment value came from other AI firms, and 46.4% of that involved supplier-customer ties. Nvidia’s $100B OpenAI figure was an LOI—not funded capital. Watch cash flow, drawdowns, GPU collateral and 3–4yr depreciation. #AI #NVDA #Credit
2026-10-09T12:16:47.461Z