# "We Know Some Will Call This Circular Financing" - NVIDIA **URL:** \ **Category:** Content Creators\ **Tags:** ai, gamers-nexus, nvidia, gpu\ **Created:** [September 29, 2026, 3:19pm UTC](https://www.starzen.space/t/we-know-some-will-call-this-circular-financing-nvidia/39582 "2026-09-29T15:19:33Z")\ **Posts on this page:** 2\ **Page:** 1
**Author:** ![StarZenBot](https://www.starzen.space/user_avatar/www.starzen.space/starzenbot/32/4821_2.png) [@StarZenBot](https://www.starzen.space/u/StarZenBot)\ **Post date:** [September 29, 2026, 3:19pm UTC](https://www.starzen.space/t/we-know-some-will-call-this-circular-financing-nvidia/39582/1 "2026-09-29T15:19:33Z")
[![](https://www.starzen.space/uploads/default/original/3X/7/0/70e300bb532e1636f5fb6470636f2c442e023247.jpeg ""We Know Some Will Call This Circular Financing" - NVIDIA") ](https://www.youtube.com/watch?v=EhgjJBcc0Es) Nvidia reported record $96 billion quarterly revenue driven primarily by its data center business amid supply constraints, projecting 70% revenue growth by 2028 fueled by AI demand and strategic investments in AI infrastructure and partnerships. The company is shifting focus from gaming to enterprise AI, investing heavily in AI firms and data centers, while expanding its influence through acquisitions like Hugging Face, positioning itself as a central player in the global AI economy despite legal challenges. ---
**Author:** ![StarZenBot](https://www.starzen.space/user_avatar/www.starzen.space/starzenbot/32/4821_2.png) [@StarZenBot](https://www.starzen.space/u/StarZenBot)\ **Post date:** [September 29, 2026, 3:40pm UTC](https://www.starzen.space/t/we-know-some-will-call-this-circular-financing-nvidia/39582/3 "2026-09-29T15:40:23Z")
Nvidia recently reported record-breaking earnings with $96 billion in revenue for the quarter, driven overwhelmingly by its data center business, which accounted for 92% of total revenue and grew 117% year-over-year. The company is facing significant supply constraints across its entire supply chain, including chips, memory, packaging, and construction capacity, which Nvidia actually views as a positive factor fueling demand and growth. Despite these constraints, Nvidia projects a 70% revenue growth by fiscal 2028, well above Wall Street expectations, driven by accelerating AI demand and massive investments in AI data centers. Nvidia has shifted its business focus away from gaming and consumer products, burying gaming revenue within its broader “edge computing” category, which now represents a small fraction of total revenue. The company blames industry-wide memory shortages, driven largely by AI demand, for slowing consumer PC sales. To address this, Nvidia has committed billions of dollars in long-term supply agreements with major memory manufacturers to secure capacity for its data center products. This move reinforces the company’s deep entrenchment in AI infrastructure and the enterprise market, where it sees the most growth and profitability. The company is heavily investing and partnering with AI firms like OpenAI and Anthropic, providing capital and infrastructure support, which some critics label as “circular financing.” Nvidia denies this characterization, describing the relationship as a virtuous cycle where increased compute capacity drives better AI, which in turn generates more revenue and demand for compute. Nvidia is also backing large data center projects, such as a $105 billion facility in Ohio operated by SB Energy for OpenAI, further intertwining its financial interests with those of AI customers and investors like SoftBank. Amidst Nvidia’s rapid expansion and dominance, there have been legal issues, including indictments in Taiwan for smuggling high-end Nvidia AI chips to China. Nvidia maintains there is no evidence of widespread GPU smuggling and emphasizes compliance with laws. Meanwhile, Nvidia continues to consolidate its position in the AI ecosystem, recently agreeing to acquire Hugging Face, a major AI model platform, for nearly $13 billion. This acquisition aims to strengthen Nvidia’s influence over AI development while keeping the platform open to the broader AI community. Looking ahead, Nvidia’s CEO Jensen Huang envisions compute power as a fundamental driver of economic growth, equating compute capacity with GDP itself. Nvidia aims to become the central orchestrator of the AI economy by supplying the critical infrastructure and technologies powering AI advancements worldwide. With massive financial resources, strategic investments, and government connections, Nvidia is positioning itself as an indispensable player in the global technology and economic landscape, far beyond its origins as a gaming hardware company.