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.

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.

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.

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

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.

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