Why Nvidia Gets 75% of the $7.6 Trillion AI Infrastructure Boom

$7.6 trillion is being spent on AI infrastructure between 2026 and 2031 — and Nvidia is forecast to capture roughly 75% of the entire compute layer. Here is where every dollar goes, and the accounting gamble hiding underneath it. David and Sophia break down Goldman Sachs' map of the AI build-out: $5.1 trillion for chips, $2.1 trillion for data centers, and $358 billion for the power to turn them on. They explain how Nvidia's software moat produced roughly 75% gross margins on $80,500 chips, why server racks jumping from 15 kilowatts to 500+ kilowatts are forcing a total shift to liquid cooling, and why Meta is locking up 2,600 megawatts of nuclear power fo...