🏦 Nvidia — the "Central Bank" of the AI Economy
The company has outgrown its status as a chip manufacturer and now controls both the supply of silicon and the flow of capital into the industry. By investing in OpenAI, Anthropic, xAI, Mistral, and CoreWeave, Nvidia is creating a self-sustaining cycle: every dollar invested returns to them in the form of revenue from GPU purchases.
🌍 Nvidia effectively manages the pace of infrastructure scaling and determines which companies will receive the resources to develop, becoming a sovereign player in the AI ecosystem.
👤 The company's leadership rests not only on technology but also on the creation of a financial cycle that makes its influence on the market almost absolute.
Source 1: https://ramansharma.substack.com/p/nvidia-is-the-federal-reserve-of