$3 trillion to build it. $1 trillion a year to run it. $40 billion in profit. ‘This could humiliate the largest companies in the world’

The AI buildout, top down:

Build cost: ~$3T
Annual bill: ~$1T
Profit to cover it: ~$40B

Mike Taylor laid it out in a Real Conversation with Keith McCullough.

Full note 👇

— Hedgeye (@Hedgeye) September 16, 2026

$NVDA CEO Jensen Huang says a 1 GW AI factory can cost ~$55B to build.

He adds that “the rentals of that one gigawatt AI factory is about $50B per year” which helps explain why companies are racing to secure power and build AI infrastructure.$NBIS $IREN $CRWV $CIFR $WULF pic.twitter.com/Pq5AnJfmTA

— Shay Boloor (@StockSavvyShay) September 16, 2026

“Half of Nvidia’s revenue could literally be sitting in warehouses.”

Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about why the AI industry is continuing to buy AI chips despite reports that significant amounts of GPUs are going uninstalled.