#AICapExPushContinues

8 M mirando|3,6 K publicación

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.

Cripto relacionada
ANTHROPIC
+3,01%
xNVDA
+1,86%
xAMD
+2,94%
xINTC
+4,31%
xMRVL
+4,56%
xMU
+3,79%
xSNDK
+5,70%