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Hyperscaler Capex Surge Fueled By AI
- Hyperscalers are rapidly expanding capex and capacity driven by AI demand.
- Mandeep Singh notes original 30% capex growth estimates have climbed to ~60% and memory price rises plus added capacity push NVIDIA upside.
Food Court Conversation With Mandeep Singh
- Tom Keene recounts a detailed conversation with Mandeep Singh at the 'acclaimed food court' for deeper insight.
- Keene emphasizes he took notes and listened because Singh 'really knows what he's talking about.'
Mega Growth Rates Will Naturally Decelerate
- Extremely large growth rates become harder to sustain at scale, even for firms like NVIDIA.
- Tom Keene warns that at a ~$300 billion run rate for 2026, growth will inevitably taper from the 70% levels.