quote: Why Jensen is all-in: of the $1.6 trillion in '27 capex, Nvidia gets $700BN. | $1.6 trillion in projected AI cape | Hanami
quote: Why Jensen is all-in: of the $1.6 trillion in '27 capex, Nvidia gets $700BN. | $1.6 trillion in projected AI capex drives 5% of 2027 sales and 25% of sales growth.
Half of that capex is debt-funded.
Would be a pity if something happened to the debt market.