The capex discussion could be a headwind for Nvidia, but Nvidia expects to double growth next year and has effectively infinite demand for its GPUs; like Microsoft, Google and Meta, it can fund capex out of free cash flow.
BullishHe framed it in years
“Is AI Trade DEAD? 🤖 $835B Capex vs $2.4T Backlog: The Real Math💥”
InvestAnswersPublished Oct 16 · 4 passages
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He talks about his market segment for Nvidia GPUs. One/3 is classic computing. One/3 is across five to six frontier labs which includes names like SpaceX and Google um Amazon, OpenAI, Anthropic etc.
this could be construed as a headwind for Nvidia. But Nvidia has have given us notice that they are expecting to double growth next year. They have again infinite demand for their GPUs.
Jensen Wong
But when it comes to Microsoft and Google and Meta and Nvidia and all these not a problem they'll have no problem securing funding, having free cash flow to pay for it all.
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