Tears of Nvidia falling one day after the company announced a $100 billion investment in open AI to build data centers using Nvidia's chips. Our next guest says Nvidia's cash infusion into one of the biggest customers, its biggest customers is a worrying sign. Joining us now, Tom Hancock, portfolio manager of the GMO, US Quality ETF.Tom, great to have you with us. Hi, great to have me. Why is this Why is this so concerning.I mean, isn't this a form of vendor financing, if you will, and and that's existed fo ...