Elon Musk just announced $25 trillion AI spending - here's what it means for your portfolio

Elon Musk dropped a casual $25 trillion bombshell on Tuesday, announcing that xAI plans to buy tens of millions of AI chips over the coming decades. That's not a typo - trillion with a "T." To put this in perspective, that's roughly the entire GDP of the United States. Twice.

The announcement isn't just Musk being Musk with big numbers. Each Nvidia H100 chip costs between $25,000 and $40,000, meaning even bulk purchases could hit $1-2 trillion in the next five years alone. That's like buying a small country's worth of semiconductors, except instead of getting beaches and tax havens, you get t...