Checked fact 110511 Oct 2026Money and compute

Jordan Nanos said SemiAnalysis has "tracking of $588 billion of offbalance sheet backs stops that Nvidia is supporting right now", the automatic captions' rendering of off-balance-sheet backstops (35:43 to 35:48).

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(35:40) And uh the number that we have is that currently we've got tracking of $588 billion of offbalance sheet backs stops that Nvidia is supporting right now

What the source said when we opened it, on 11 Oct 2026.

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Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 2026-10-09

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Checked by the notis newsroom on 11 Oct 2026, against the source above.

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SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026

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“Jordan Nanos said SemiAnalysis has "tracking of $588 billion of offbalance sheet backs stops that Nvidia is supporting right now", the automatic captions' rendering of off-balance-sheet backstops (35:43 to 35:48).” ai notis, checked 11 Oct 2026. Source: Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)). https://ainotis.com/c/1105

As a reference (APA style)

ai notis. (2026, October 11). Jordan Nanos said SemiAnalysis has "tracking of $588 billion of offbalance sheet backs stops that Nvidia is supporting right now", the automatic captions' rendering of off-balance-sheet backstops (35:43 to 35:48) [Checked claim 1105]. ai notis. https://ainotis.com/c/1105

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