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Frank Chaparro
Frank Chaparro|3月 04, 2026 00:14
Nvidia’s capex is exploding. Quarterly capital expenditures: 2016–2023: mostly under $500M 2024: ~$1–2B range Latest quarter: $14.3B That’s nearly a 10x jump in just two years as the AI buildout accelerates. Source: Goldman Sachs / FactSet(Frank Chaparro)
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