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.

Nvidia's soaring revenue highlights the escalating demand for AI infrastructure, raising questions about sustainability and geopolitical risks.

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.