Redpoint’s Brescia on Nvidia’s $500B Funding, AI Capex
THE SO WHAT
When VCs are talking about $500B+ AI capex as a baseline, the message is that infra spend is behaving like a new utility build-out, not a cyclical IT upgrade. If you sell into this stack, orient roadmaps and contracts around multi-year capacity planning, not quarter-to-quarter GPU scarcity.
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