David Choi, Co-Founder & CEO of “ Everything in AI is paying down debt.” “The second largest business in AI that people overlook, there's $500 billion in sales by Nvidia for the next six quarters, 70% year over year growth. You're not actually spending $500 billion, you're spending $650 billion because you're buying it with debt.” “ I don't think people realize everything in this industry is denominated in compute, and compute is denominated in an interest rate that is set by Wall Street.”