Nvidia's $279B commitment is for supply, not orders
The analysis clarified that Nvidia's reported $279 billion in 'commitments' is for future supply chain capacity (like memory), not a legally binding order book from customers.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.