Quote 100 · ai notis

Said in a video · quote 10011 Oct 2026

(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

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Where it was said

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 9 Oct 2026

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Matched word for word against the video's transcript by the notis newsroom on 11 Oct 2026.

The fact it supports: 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).

In the story

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

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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” From Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)). Quoted by ai notis. https://ainotis.com/q/100

As a reference (APA style)

(2026, October 9). “(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” [Video]. https://ainotis.com/q/100

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