Nate Clancy
@Nate_Architect
Ever since the announcement, there's been some interesting ideas shared about how Nvidia is functioning like a central bank of the AI industrial/infra build out. One main criticism is that there's increasing concentration risk. A liquid and robust derivatives market would do a
Brett Harrison@BrettHarrison · Sep 1Nvidia’s GPU backstop deals are equivalent to writing put options at the residual floor and buying a smaller notional of call options at the same strike. If Nvidia could sell GPU rental price forwards or futures they could hedge the partial synthetic long.
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