Why will the next generation of software companies be capital-expenditure heavy?
Replied byJensen Huang
Co-founder & CEO at NVIDIA
Niche: AI
Revenue: Approx. 18 Billion USD/month
Location: Santa Clara, California, United States
Started: 1993
Traditional software was capital-expenditure light because code was written by humans. AI software requires massive computing clusters to manufacture tokens and process reasoning. Generating intelligence requires building physical data centers and investing in hardware.
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