Nvidia Projects $3–4T AI Capex, Launches Startup Revenue-Sharing Plan
NVDA•Nvidia forecasts AI capex of $3–4 trillion by 2030 and launched a GPU revenue-sharing program offering token credits to startups for future revenue. High-profile investor Michael Burry has increased his short position against Nvidia after its stock lagged semiconductor peers, intensifying pressure on the company to defend its market leadership.
1. AI Capex Forecast
Nvidia projects that investment in AI data center infrastructure will reach between $3 trillion and $4 trillion by 2030, driven by surging demand for its GPUs across cloud providers and enterprise customers. The company expects this surge to underpin revenue growth in its data center segment, which accounted for over 80% of its most recent quarterly sales.
2. Startup Revenue-Sharing Program
The new initiative grants token-based GPU credits to qualifying AI startups in exchange for a share of their future revenues, reducing upfront capital barriers. Nvidia aims to foster long-term partnerships, accelerate model training capabilities for innovators and secure future compute demand.
3. Investor Short Bets & Stock Momentum
Renowned value investor Michael Burry has ramped up short positions against Nvidia after observing its stock underperform several semiconductor peers this year. This heightened bearish sentiment underscores investor concerns over valuation multiples and intensifying competition, adding urgency for Nvidia to demonstrate sustained market leadership.
