#AICapExPushContinues

‏‎8 مليون‏ من المشاهدات|‏‎3.6 ألف‏ منشور

About AICapExPushContinues

Despite AI safety disputes and an antitrust lawsuit over alleged coordination to slow development, compute spending keeps rising. FT reported OpenAI expects ~$856B in compute and infrastructure spending from 2026 to 2030 and ~$278B in cumulative negative free cash flow, with revenue rising from ~$36B to $350B. Nscale has filed for an IPO; its Anthropic GPU deal could reach $44.6B. Jensen Huang expects Nvidia chip sales to double over the next year. Returns on this capex remain in focus.

العملات الرقمية ذات الصلة
xNVDA
‏‎‎-0.59‎%‎‏
xAMD
‏‎‎-0.68‎%‎‏
xINTC
‏‎‎-0.21‎%‎‏
xMRVL
‏‎‎-0.10‎%‎‏
xMU
‏‎+0.01‎%‎‏
xSNDK
‏‎‎-0.22‎%‎‏