Nvidia now too big for Silicon Valley VCs
Nvidia now too big for Silicon Valley VCs
Description
Nvidia’s massive growth has outpaced traditional venture capital, shifting AI funding to larger institutions
Transcript
Yeah, I think this this is one this is a very interesting um situation where we're right now. Because basically like you were saying um, Jensen has looked and he has realized that it is no VCs that can keep buying his chips and he's very he needs someone to buy this off him and the VCs just can't do it anymore. He's just gone beyond their reach and then he's decided he needs to go to the big boys, BlackRock, yeah. And BlackRock, he needs them to have some skin in this as well, Saudi coming, yeah, yeah, and so he's trying to he's trying to frame it now is what it is. And I think um I think it is is a space that while the the current trend obviously is very bullish and like the revenue, like I think it also requires a bit of like caution as well. Because having to now fund this, meaning like the the hyperscalers don't have this is not something they've done before. Everything they've done before now is funded with cash and that's something they're very proud of. They've got excellent cash flow and they can just spend whatever they want to spend. But now for the first time, they're starting to look for how to get debt here and debt there um and they're coming up with fun interesting financial engineering to go around it.

