Nvidia Becomes the Test Case for the AI Boom

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Nvidia’s shaky cash flow and dependence on AI-to-AI financing loops have sparked broader market fears.
Bitcoin has dropped almost 30% since October as AI companies holding $26.8B in BTC risk liquidations if Nvidia falls further.
With key events approaching — Q4 results in Feb. 2026, credit risks in March, and possible restatements in April — Nvidia’s next moves may determine whether the AI sector accelerates… or unwinds.

[Nahid Hossen]

If AI has a face, it’s definitely Nvidia right now.

[Abdul Khan]

Everyone is watching Nvidia to see where the AI wave goes next.