Does the USA even have enough money to rescue the tech giants at this point? We could be talking multiple trillion dollars at worst. And the AI only companies like OpenAI and Anthropic would be the most vulnerable in comparison to say Google or Microsoft, because they have no fallback and no sustainability without investor money.
And Nvidia would be left in a weird place where the vast majority of their profits are coming from AI cards and demand would potentially dry up entirely.
There is talk about bailout, but is it first possible. Second how long will it post pone issue. Massive increase in government debt used in bailout likely leads to more inflation, which leads to higher interest rates, making that debt much more expensive. And at some point credibility of that debt and dollar in general will be gone.
Ofc, this does lead to ever increasing paper valuations. So maybe that is the win they are after.
And Nvidia would be left in a weird place where the vast majority of their profits are coming from AI cards and demand would potentially dry up entirely.