#AICapExPushContinues

Читателей: 8 млн|Публикаций: 3,6 тыс.

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.

Связанные криптовалюты
ANTHROPIC
+1,75 %
xNVDA
+0,18 %
xAMD
+0,08 %
xINTC
+0,46 %
xMRVL
+0,66 %
xMU
+1,65 %
xSNDK
+1,71 %