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Nvidia CEO Says AI Is Triggering the Largest Infrastructure Boom in History

Published: Jan. 22, 2026 5:33 a.m. GMT+8

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A special session featuring Nvidia founder and CEO Jensen Huang opens to 500 attendees at the World Economic Forum Annual Meeting at 11 a.m. Central European Time on Jan. 21. Photo: Guan Cong/Caixin

(Davos, Switzerland) — Nvidia Corp. chief executive Jensen Huang described artificial intelligence as the largest infrastructure build-out in history, urging governments and businesses to prepare for trillions of dollars in future investment — even as concerns of an overheated market grow.

Speaking Wednesday at the World Economic Forum in Davos, Huang told a full audience that the hundreds of billions of dollars already invested in AI infrastructure are just the beginning.

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Nvidia CEO Jensen Huang called AI the largest infrastructure build-out ever, predicting trillions in future investment and noting 2025’s record AI-native startup funding.
Key breakthroughs include autonomous agents, advanced reasoning models, and physical AI; Huang highlighted the surge in job creation and rising salaries in AI-related sectors.
He dismissed AI bubble fears, citing high demand for GPUs, and urged governments to treat AI infrastructure as vital, on par with roads and power grids.

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Who’s Who

Nvidia Corp.: Nvidia Corp.'s CEO, Jensen Huang, views AI as the "largest infrastructure build-out in history." He forecasts trillions in future investment, emphasizing AI's transformative potential across various sectors. Huang cites breakthroughs in autonomous agents and reasoning models, and highlights record investments in "AI-native" startups. He dismisses "AI bubble" concerns, noting overwhelming demand for GPUs.

DeepSeek: DeepSeek is a Chinese AI model whose launch in 2025 marked a significant turning point in the AI sector. According to Jensen Huang, it spurred the development of open-source reasoning tools, enabling developers to create specialized applications across various industries.

Taiwan Semiconductor Manufacturing Co.: Taiwan Semiconductor Manufacturing Co. (TSMC) is a company that has ramped up its production capacity in response to the growing demand for AI infrastructure. This expansion is part of a larger trend of significant investment in physical infrastructure to support the AI ecosystem.

Micron Technology Inc.: Micron Technology Inc. is a memory firm that has committed $200 million in U.S. projects. This investment is part of a broader trend of increased physical infrastructure investment to support the AI ecosystem.

SK Hynix Inc.: SK Hynix Inc., a South Korean company, has aggressively expanded its operations. This expansion is part of a broader trend of increased investment in physical infrastructure to support the growing artificial intelligence sector.

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