Morning Edition · Friday, October 2, 2026Published at 2:31 AM EDT · New York
The company's return-on-investment argument rests on keeping expensive capacity busy with mixed workloads, a case it is making as data-center capex faces harder questions.

Nvidia has published its own framework for justifying AI data-center spending, stating that each megawatt of AI factory capacity costs roughly $60 million and that operators will only commit capital at gigawatt scale with a clear view of re…
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AI Hype Cycles and Funding Narratives
As capital floods AI, the narratives labs use to raise money and shape rules face growing public scrutiny, and the market increasingly separates verifiable capability and revenue from rhetoric on both the bullish and the cautionary side.
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