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Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates

Nvidia says hyperscalers will keep spending heavily on AI hardware as long as bond markets cooperate, with projections pointing toward $1T in annual data center spending by 2028.

Raccontata dacryptobriefing.comgizmodo.comcnbc.comnatesnewsletter.substack.com

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4 prospettive sulla stessa storia
AI · summaries
cryptobriefing.comStai leggendo1 mesi fa

Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates

Nvidia says hyperscalers will keep spending heavily on AI hardware as long as bond markets cooperate, with projections pointing toward $1T in annual data center spending by 2028.

originale

Timeline cronologica

  1. mercoledì 20 maggio 2026·cryptobriefing.com

    Nvidia expects $91B in revenue next quarter as AI spending boom accelerates

    Nvidia expects $91B in revenue next quarter as Alphabet, Meta, and Microsoft accelerate AI infrastructure spending. Here's what it means for tech and crypto.

  2. giovedì 21 maggio 2026·cryptobriefing.com

    Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates

    Nvidia says hyperscalers will keep spending heavily on AI hardware as long as bond markets cooperate, with projections pointing toward $1T in annual data center spending by 2028.

gizmodo.com
1 mesi fa

Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft

The four hyperscalers are spending outrageous amounts on AI and raising eyebrows.

Leggi questa versione → originale
cnbc.com1 mesi fa

AI spending expected to top $1 trillion in 2 years. That estimate's way too low if Jensen Huang's right

"The capex is at a trillion dollars, and it's growing toward the three to four [trillion-dollar mark]," said Nvidia CEO Jensen Huang.

Leggi questa versione → originale
natesnewsletter.substack.com1 mesi fa

Executive Briefing: Microsoft has $190 billion to spend on AI and still can't get enough

Watch now | Microsoft plans to spend roughly $190 billion this year and still expects to run short on capacity.

Leggi questa versione → originale
  • giovedì 21 maggio 2026·gizmodo.com

    Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft

    The four hyperscalers are spending outrageous amounts on AI and raising eyebrows.

  • giovedì 21 maggio 2026·cryptobriefing.com

    Nvidia tells investors AI is ready for mainstream adoption

    Nvidia commits over $40B to AI infrastructure in 2026, partners with OpenAI on 10 GW of data centers, and launches Jetson Thor for autonomous robots.

  • giovedì 21 maggio 2026·cnbc.com

    AI spending expected to top $1 trillion in 2 years. That estimate's way too low if Jensen Huang's right

    "The capex is at a trillion dollars, and it's growing toward the three to four [trillion-dollar mark]," said Nvidia CEO Jensen Huang.

  • venerdì 22 maggio 2026·natesnewsletter.substack.com

    Executive Briefing: Microsoft has $190 billion to spend on AI and still can't get enough

    Watch now | Microsoft plans to spend roughly $190 billion this year and still expects to run short on capacity.