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this post was submitted on 21 Nov 2025
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Jensen doesn't seem to realize that the only company profiting from AI is nvidia, and they're profiting from companies that are losing money on AI. It's a very fragile ecosystem being over-inflated. A bubble, if you will.
Which is fine and dandy when you're paying fat dividends and not treating the inflated stock as the end goal itself.
Nvidia's annual dividend was .022%
To put that into perspective, Shell's is 3.83% and McDonald's is 2.41%.
Nvidia is showing all the signs of a business that has lost the plot. They're spending all their actual profit on buying their own products for other businesses and calling it an investment into infrastructure.