Gravity

~$1.0T/yr GROSS orbiting AI-infra that moves on Nvidia's (his) allocation decisions — Nvidia DC run-rate + the hyperscaler capex it anchors.

med confidence · as of 2026-07-26 · about Jensen Huang

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kestrel board.yaml nvidia gravity axis ~$1.0T/yr GROSS orbiting AI-infra (Nvidia DC run-rate + the hyperscaler capex it anchors)
2026-07 med

the working

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A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Jensen Huang.