See the coffiezilla video on his second channel.(voidzilla) where he talks about nvidia and enron. Nvidia isnt like enron, they are more like cisco during the dotcom bubble :)

In short : nvidia has something ( infrastructure ) while enron had nothin except baked air. Cisco during the dotcom bubble also had infrastructure, and was pushing hard to sell that, but when the bubble popped they had hardware but not use for it anymore