Where Yield Comes From(@wycf_show):Nvidia will sell about $500B of GPUs next year. Buyers will pay closer to $700B once the interest is counted. That $200B of debt is the second business hiding inside AI. @0xZergs breaks down how @usdai_official underwrites it, and where the yield comes from.

Where Yield Comes From

@wycf_show

New media for the capital arriving onchain. S1 - NYC: The masterclass series where onchain companies explain their yield.

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Where Yield Comes From@wycf_show

2026.08.11 14:15

Nvidia will sell about $500B of GPUs next year. Buyers will pay closer to $700B once the interest is counted. That $200B of debt is the second business hiding inside AI. @0xZergs breaks down how @usdai_official underwrites it, and where the yield comes from.