Tag: AI

MG Funds: Delivering Steady Income While Growing Your Capital

AI’s $325 Billion Feedback Loop: The Hidden Risk Behind the Boom

The AI build-out is breathtaking, but who’s really paying for it? From NVIDIA’s $5B investment in Intel to AMD’s equity-linked deal with OpenAI, my latest research uncovers a growing trend: AI vendors are financing their own buyers to sustain explosive growth. That’s not organic demand, it’s circular capital, a self-reinforcing money loop where financing feeds…
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October 9, 2025 0

The AI Boom’s Hidden Feedback Loop: When Financing Becomes the Product

The AI infrastructure race is accelerating, but what if part of it is running in circles? Ned Gandevani reveals how “circular financing”,  where chipmakers and hyperscalers finance their customers’ hardware purchases,  may be inflating both sales and valuations. NVIDIA, AMD, and others are effectively funding their own demand, creating what looks like exponential growth. But…
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October 8, 2025 0