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4retire

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4retire

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Monday, 02/09/2026 11:42:49 AM

Monday, February 09, 2026 11:42:49 AM

Post# of 19491
Add the below to NVDA’s current $500 billion plus backlog and you can see that NVDA is going to be very busy for the next few years.

Big Tech’s AI bill is exploding
It takes a brave man to argue with Huang. Software isn’t “dead,” not by a long shot. However, the cost of winning AI is becoming too large; at least that is an argument that is being made.
Big Tech firms are planning a $600 billion AI spending surge in 2026, with some estimates pegging outlays to come at $630 billion.
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