Nvidia CFO Colette Kress revealed $500 billion in AI chip revenue visibility through 2026, driven by hyperscalers like Meta, and projected $3-4 trillion in global annual AI infrastructure spending by decade's end. This underscores accelerating demand amid supply challenges and bubble concerns.
OpenAI CFO Sarah Friar's suggestion of a federal 'backstop' for AI chip financing sparked controversy and quick retraction, highlighting capex pressures in the AI race. Amid backlash from Trump officials, the incident exposes financing strains and debates over government aid in tech infrastructure.
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