Locator: 49327NVDA.
While listening to Jensen Huang, all I could think of was Alan Turing. Link here.
A 30-minute+ interview with Jensen Huang on CNBC. Impossible to capture all the high points but mostly "platitudes." Did not learn anything new.
The entire spend of the internet boom during the dot-com era was $45 billion total. Most spend was on "web pages." Few with a "real manufacturing business."
First tranche of infrastructure right now is $50 billion. That's just the entry free for a single company today.
Total spend in 2025: in the ballpark of $1.5 trillion.
Spend in 2026 could hit $2.0 trillion.
All of this needs to be fact-checked. I was doing this on the fly and my transcription is/was very, very poor.
Don't quote me on any of this. I wouldn't stand behind any of what I wrote above. I'm sure the interview will be available on CNBC later today.
