But Im saying something different than the person I was responding to. They said that the risk was due to company going bankrupt and therefore Nvidia losing its "investment" - read: the GPUs that it leased. Whereas Im saying that the risk is due to company going bankrupt, Nvidia getting its GPUs back, but now they have too many at hand than they can usefully deploy/sell. The two are risks triggered by the same event, but the former is about 1 order of magnitude greater than the latter. The former is lost capital, the latter is lost opportunity - read: return on the capital.