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Nvidia is expected to capture about $700 billion of a $1.6 trillion AI capex boom.
If Nvidia captures roughly $700 billion of projected AI capex, it would account for a large share of hyperscaler spending, making Nvidia's revenue highly dependent on hyperscaler budgets.
Trade pressSlicast · October 18, 2026 at 15:19 UTC · US · Source: Crypto Briefing
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