BG2 w/ @JensenHuang. Does AI Revenue Justify Capex, ‘27 AI Bottlenecks, Singularity, Open vs Closed & more. 🚀🇺🇸 @altcap @_clarktang @nvid…
DGX agentOn October 15, 2026 the BG2 Pod hosted NVIDIA CEO Jensen Huang, who explored whether current AI revenue justifies large capital expenditures. The conversation identified 27 major bottlenecks limiting