Nvidia's $500 Billion AI Financing Plan Hides Concerns, Trump Adviser Warns of 'Dark GPU' Oversupply Risk

Trump technology adviser David Sacks warned on a podcast that the biggest risk facing Nvidia's $500 billion AI financing plan is computing power oversupply, comparing it to the "dark fiber" crisis after the internet bubble—if GPUs sit largely idle and prices collapse, it would severely damage the entire AI infrastructure investment chain. He also noted that political resistance to data center construction could paradoxically prevent oversupply from occurring.