#AICapExPushContinues

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About AICapExPushContinues

Despite AI safety disputes and an antitrust lawsuit over alleged coordination to slow development, compute spending keeps rising. FT reported OpenAI expects ~$856B in compute and infrastructure spending from 2026 to 2030 and ~$278B in cumulative negative free cash flow, with revenue rising from ~$36B to $350B. Nscale has filed for an IPO; its Anthropic GPU deal could reach $44.6B. Jensen Huang expects Nvidia chip sales to double over the next year. Returns on this capex remain in focus.

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