The Minutes of Jensen Huang on capex https://minutesof.com/jensen-huang/on/capex/ Everything Jensen Huang has said on capex: 2 verbatim quotes from June 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:54 +0000 Huang forecasts tens of trillions of dollars in new computer infrastructure over the next decade. https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ “We're now in the process of reinventing all of that, which is the reason why over the course of the next ten years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last sixty years.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 capex Huang says NVIDIA will spend about $500 billion building in America. https://minutesof.com/q/4af47fe2-687c-49e3-b300-56416c83aa90/ https://minutesof.com/q/4af47fe2-687c-49e3-b300-56416c83aa90/ “The chip plant in TSMC's chip had chip plant in Arizona, Foxconn, the the number of companies that we've inspired from Taiwan to to partner with us to build factories here.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 capex