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Nvidia’s $610B “AI bubble” is cracking, as soaring unpaid bills, swelling unsold chip inventory, weak cash conversion, and circular AI spending loops expose what critics say is a revenue mirage propping up the entire sector.

Nvidia’s $610B “AI bubble” is cracking, as soaring unpaid bills, swelling unsold chip inventory, weak cash conversion, and circular AI spending loops expose what critics say is a revenue mirage propping up the entire sector.
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