Nvidia CEO Announces Optimistic Infrastructure Vision for Artificial Intelligence

Optimistic Statements on AI Infrastructure from Nvidia's CEO

The World Economic Forum (WEF) held in Davos, Switzerland, witnessed not only geopolitical tensions but also striking statements regarding artificial intelligence (AI) this year. Nvidia CEO Jensen Huang, in his speech emphasizing that AI is the largest infrastructure investment in human history, drew significant attention.

Trump's Statements Caused Market Movement

U.S. President Donald Trump's softer stance in Davos, particularly his withdrawal of threats regarding tariffs, created a positive atmosphere in the markets. Following these statements, recovery was observed in stock indices such as the Dow Jones, S&P 500, and Nasdaq. Investors began to shift towards technology stocks due to Trump’s positive comments about Greenland.

Trillion-Dollar Infrastructure Needs for Artificial Intelligence

Jensen Huang stated that artificial intelligence requires not only a software revolution but also a massive physical infrastructure. In a session with BlackRock CEO Larry Fink, Huang divided AI into five core layers: energy, chips, cloud infrastructure, models, and applications. He noted that 20 new chip factories will be established, along with the opening of more data centers.

Employment Opportunities and Innovative Investments

The Nvidia CEO expressed that AI is changing the nature of employment and will create significant job opportunities in trades such as plumbing and electrical work. Huang emphasized that the explosion of infrastructure construction related to AI in the U.S. offers great opportunities. In this context, he pointed out that investments made by Micron and other major chip manufacturers support this.

Concrete Needs Underpin Investments

The CEO also commented on discussions about an AI bubble, stating that the substantial nature of investments is driven by the urgency for infrastructure required for all layers of AI. Huang added that a significant portion of the R&D budget will be directed toward artificial intelligence, and the development in this area will provide significant added value to the industry.