if Jensen is right and 1GW = $100BN, boy do we have a problem
Why now
Thesis: AI capex economics face scrutiny
Catalyst to watch: Hyperscaler capex guidance updates
Main risk: Capex cuts hit AI hardware demand
Why it matters
Comment questioning Jensen's $100BN per GW math implies AI capex economics may be strained.
Details
if Jensen is right and 1GW = $100BN, boy do we have a problem
Sources
- x · 2026-09-26 02:55 UTC