AnalysisBusinessOctober 15, 2026

Jensen Huang on AI capex, 2027 bottlenecks and open vs closed models

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In a third BG2 Pod appearance with Brad Gerstner and Clark Tang, Huang argues AI revenues can justify the spending and says he is 99.99% optimistic about the decade ahead. He also breaks down the biggest bottlenecks heading into 2027 and the path to the singularity.

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