Tag: vendor financing

Source URL: https://www.tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ Source: Tomasz Tunguz Title: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? Feedly Summary: When Nvidia announced a $100 billion investment commitment to OpenAI1 in September 2025 , analysts immediately drew comparisons to the telecom bubble. The concern : is this vendor financing , where a supplier lends money to…