Receipt
Filed April 30, 2026
The short version
Simona Gambarini predicted on January 1, 2026: “Hyperscalers capex is expected to reach $540 billion in 2026, with Nvidia’s CEO Jensen Huang anticipating $3-4 trillion of AI infrastructure spending by 2030.” Verdict: Too early to tell. Filed for tracking. Outcome to be evaluated as the timeline plays out.
Prediction by
Simona Gambarini
On January 1, 2026
“Hyperscalers capex is expected to reach $540 billion in 2026, with Nvidia’s CEO Jensen Huang anticipating $3-4 trillion of AI infrastructure spending by 2030.”
Follow-up
Filed for tracking. Outcome to be evaluated as the timeline plays out.
Original source
Market Know-How Q1 2026From the High Caliber AI network — see the AI for PR module in the course.