Nvidia makes a rather outrageous claim that AI factory compute is becoming an investable asset. It's a $500 Billion third-party financing gig. Nvidia has cash to spare and will backstop up to $125 billion, or 25% of the potential deals.
All of which means that Elon seems to be going after ASML and TSMC at the same time by building a particle accelerator. Now that's vertical integration.
In the end, something has to transform electrons to tokens. The transformation of electrons to tokens and making those tokens more valuable over time is hard to completely commoditize.
