#AICapExPushContinues

8 M consultation(s) en cours|3,6 k publication(s)

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.

Cryptos connexes
ANTHROPIC
-0,64 %
xNVDA
-0,54 %
xAMD
-0,80 %
xINTC
-0,88 %
xMRVL
-1,58 %
xMU
-1,64 %
xSNDK
-2,38 %