$NVDA
JENSEN ON IF AI REVENUES ARE ENOUGH TO JUSTIFY CAPEX:
"Compute spend is only going higher...
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Nvidia (NVDA) CEO Jensen Huang says compute spending will continue to rise and cautions against focusing on just one or two partners, noting that many others will also succeed. The image projects hyperscaler capex rising from $1.086T in 2027E to $1.3T in 2029E, alongside lab AI revenue growing from $300B to $1.0T.
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