NVIDIA's performance for the next fiscal year looks great because in 2026: ​Stargate budget: $100 billion (total $500 billion), funded by SoftBank and OpenAI ​Prometheus budget: $50 billion, funded by Oracle ​Hyperion budget: $30 billion, funded by Meta and BlackRock ​Colossus budget: $25 billion, funded by xAI (Elon Musk) and Qatar Investment Authority Whether AI can keep up depends on this year's performance