Jensen Huang says $660 billion capex buildout is sustainable

Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute, the revenues will go up four times as much.I mean, literally these guys are so demand cons so compute constrained and the demand is so incredibly great. The number of uh enterprise users, the number of consumer users, the number of startups are being built on top of these companies, it's just going through the roof. So when you see numbers that are frankly remarkable that $660 billion this year will be s ...