"Jensen Huang claims — without any real breakdown as to who is buying them — that NVIDIA has over $500bn in bookings for its AI chips, with little worry about whether there’s enough money to actually pay for all of those GPUs or, more operatively, whether anybody plugging them in is making any profits off of them."

Does NVIDIA care if the company that bought their chips cannot make money using their chips? As long as the company's money is transferred into NVIDIA's accounts, that's all that matters to NVIDIA.