
Jamie Dimon says market risks are 'bigger than people think' — and Canadian investors should take note
Jamie Dimon says market risks are 'bigger than people think' — and Canadian investors should take note
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Jamie Dimon says market risks are 'bigger than people think' — and Canadian investors should take note
Will this come true?
33 claims left to call. Now: Jamie Dimon says market risks are 'bigger than people think' — and Canadian investors should take note.
Today’s rising searches and the stories behind them, read against the record.
Tracked since Aug 28, 2024·Jensen Huang
The world builds about $1 trillion worth of data centers. In a few years, $1 trillion worth of data centers will be all accelerated computing.
The shift is tracking but not complete: capex and accelerated-computing share surged, and by March 2026 Huang escalated to “at least $1 trillion” of demand through 2027 and warned Nvidia would be “short.”

Jensen Huang
Founder & CEO · NVIDIA
“The world builds about $1 trillion worth of data centers. In a few years, $1 trillion worth of data centers will be all accelerated computing.”
“We're planning to invest $60-65 billion in capex this year.”
“We expect to invest about $75 billion in capital expenditures in 2025.”
The direction is clearly right; the “entirely, in a few years” part is still converting. He's raising the target, not walking it back.
Interpretation, not confirmed fact.
Three calls from the people who move markets, graded against what actually happened.



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“AI capex will front-load, not smooth out.” Filed when it was still just a hunch.
Predicted it would matter within a quarter. While the consensus shrugged.
Confirmed across four operators, 64 days later. You were 64 days early.
Come back tomorrow. There is always a fresh signal, a story still forming, and a prediction waiting to be checked.