A Nvidia é o banco central da IA
Fatos de fora, checados: https://www.economist.com/interactive/briefing/2026/09/03/nvidia-is-the-central-bank-of-ai
- It is now the world’s most valuable company, worth around $5.4trn.
- Some analysts predict it will take in $1trn in annual revenue by 2029.
- In mid-August, for example, Nvidia agreed to provide a backstop worth up to $105bn for a vast data centre in Ohio that will use lots of its chips.
- A week earlier it had revealed plans to mobilise more than $500bn of investment in AI infrastructure with the help of six big Wall Street firms, by guaranteeing the value of the equipment it sells to such projects.
- But to critics, these deals carry more than a whiff of the dotcom boom of the late 1990s, when telecom-equipment-makers such as Cisco and Lucent lent billions of dollars to telecoms providers that bought their gear.
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