RECEIPT #SIMONA
JAN 01, 2026
PREDICTION BY
Simona Gambarini“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 2026