A company with $50 billion capex should allocate 100% to generative AI rather than maintaining legacy CPUs, since legacy infrastructure won't improve much with Moore's Law largely ended, and generative AI represents new opportunity growth.
normativepending
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Jensen HuangEvidence Quote
“you have $50 billion of capex...I would put in 100% of the 50 billion”
Created: 8/10/2026, 3:55:45 PM
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