Fact CheckThe Capex Flip: Nvidia vs. Palantir
What is the specific mechanism critics are calling a "trap" for Nvidia?
Vendor Lock-in (Trapping customers in CUDA)
Circular Financing (Buying your own revenue)
Correct. The 'Investor' funds the 'Customer' who buys from the 'Investor'.
Sovereign Debt (Nations borrowing to buy chips)