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Neil Shah
Counterpoint Research (VP of Research)
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Neil Shah (Counterpoint Research) tells Bloomberg that top hyperscalers are spending $700-800bn a year on AI capex, so Nvidia's $500bn financing plan spread over years is only 20-30% of that and mostly relevant to tier-2/3 players.
it's almost reaching 700 to 800 billion dollars per year for the top hyperscalers. And when you look at this 500 billion dollar fund
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Neil Shah says there is a lot of real AI compute demand and adoption is only scratching the surface, with maybe 5-10% of people and businesses using AI so far.
Absolutely there is a lot of demand we can see and we are just scratching the surface right now.
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
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