this post was submitted on 07 Feb 2026
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It won't collapse. It'll lose a huge chunk of its stock price, but it both has other business to fall back on and its chips will still likely be used in whatever the next tech trend is - probably neural network AI or something.
I am not sure. They have other businesses but not sure those other businesses are able to sustain the obligations that nVidia has committed to in this round. They are juggling more money than their pre-AI boom market cap by a wide margin, so if the bubble pops, unclear how big a bag nVidia will be left holding and if the rest of their business can survive it. Guess they might go bankrupt and come out of it eventually to continue business as usual after having financial obligations wiped away..
Also, they have somewhat tarnished their reputation with going all in on the dataenter equipment to, seemingly here, abandoning the consumer market to make more capacity for the datacenters. So if AMD ever had an opportunity to maybe cash in, well, here it might be.... Except they also dream of being a big datacenter player, but weaker demand may leave them with leftover capacity..
I'm not sure what you mean by this. Nvidia carries a vanishingly small amount of debt for its size. It has way more liquidity than debt.
Never underestimate AMD's ability to miss good opportunities.