Nvidia's Transition To 800 Volts: A Look Inside The Next AI CapEx Surge

ZeroHedge
2025.12.27 20:48
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It took the market 3 years to do the math on the insatiable AI capex black hole, and specifically that it will require at least$5 trillion in funding over the next five yearsto prevent China from winning the AI war, a realization which came perilously close to bursting the AI bubble.