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A projection of 70% sales growth and a debate over circular financing arrived together from Nvidia.
Circular financing is the concern that when a company lends money to its customers to fund their purchases, the revenue that follows may say more about the lending than about independent demand for the product.
Nvidia and its critics use different words for the same arrangements. The company calls them financing deals with customers and describes them as "excellent" investments.
On the question of risk, Nvidia said it is "limited." The 70% growth figure is what Nvidia is now putting on record for the coming year. Its defense of customer financing deals came alongside that projection.
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