Nvidia makes a rather outrageous claim that AI factory compute is becoming an investable asset. It's a $500 Billion third-party financing gig. Nvidia has cash to spare and will backstop up to $125 billion, or 25% of the potential deals.
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problems that were once constrained by engineering talent can increasingly be attacked with capital and compute
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Martin believes this may be the biggest unlock of wealth he's seen since the 1990s.
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The challenge when it comes to power demand for AI is that Europe and the US have actually gone through a very very long period of not really building out an electricity grid. Right? Electricity demand across Europe has actually fallen in the last 30 years. In the US it basically hasn't grown much at all. And now we're starting to see this huge demand from AI.
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