Comment Re: Hardware will be fine (Score 1) 35
Where nVidia would be exposed would be is companies have bought significant quantities of their chips, but go bust when the bubble pops without settling their invoices from nVidia first. Best case that ties up nVidia's cash while the bankruptcy process happens and they get a significant slice of the outstanding financial pie. Worst case the companies in question all implode with significant debts to multiple parties, their assets (mostly nVidia's chips) get sold off to pay off those debts, but nVidia still gets next to nothing once the assets are divied up. Combined with a heavily reduced market cap, that leaves nVidia with a significant reduction in cash-in-hand and a lack of value with which to help secure loans and investment, which in any case would need to come from a financial market reeling from a multi-trillion dollar bubble pop. The reality is more likely to be somewhere in the middle, but nVidia isn't going to sail through this completely unscathed either.