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The case for Nvidia (NVDA) as a capital allocator is now being tested openly.
A recent interview surfaced pointed questions about the company's debt levels and whether its move into AI financing will generate returns that justify the commitment.
The tension sits in that gap: a company at the center of the AI buildout is apparently also helping to fund it.
What's changed Nvidia's entry into AI financing marks a step beyond its core role as a chip designer and seller. The interview centered on two concerns.
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