Nvidia Jenson Huang estimates that 9 trillion dollars of cumulative capex on 200 million GPUs is 'reasonable' and possibly even 'too small,' and the NPV math suggests that if AI achieves 'artificial superintelligence' and replaces 5% of the global workforce (worth ~$9 trillion annually in wages), then 9 trillion in cumulative capex over seven years would be NPV positive and justifiable as a single-entity investment.
factualpending
Speaker
Brad GerstnerEvidence Quote
“9 trillion of cumulative capex on 200 million gpus is very reasonable he said in fact I think it may be too small”
Source
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball— Bg2 PodCreated: 8/10/2026, 10:49:01 PM
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