Ever since the announcement, there's been some interesting ideas shared about how Nvidia is functioning like a central bank of the AI industrial/infra build out. One main criticism is that there's increasing concentration risk. A liquid and robust derivatives market would do a lot to mitigate concentration risk. It's fascinating to see in real time because similar stories were prominent case studies from my formal education. The GPU residual value floor reminds me of similar terms that are common in the airline industry, big ag heavy machinery, and the auto industry. There are fair criticisms of circular financing, concentration risk. This is ultimately why a third party exchange like The AI Exchange would be a more sustainable way to legitimize chips and make AI infra an investible asset class. It would also give Nvidia an opportunity to offset these types of risks.