Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

Shay Boloor

389,160 subscribers

156,897 views • 6 months ago •via X (Twitter)

News & Politics Science & Technology Finance

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Jensen Huang called AI the “single largest infrastructure buildout in human history” while discussing $NVDA partnership with $GLW. He pointed to faster interconnects, larger compute clusters & major energy infrastructure upgrades as the bottlenecks needed to scale AI globally.

Jensen Huang called AI the “single largest infrastructure buildout in human history” while discussing $NVDA partnership with $GLW. He pointed to faster interconnects, larger compute clusters & major energy infrastructure upgrades as the bottlenecks needed to scale AI globally.

Shay Boloor

75,644 views • 2 months ago

Nvidia $NVDA CEO Jensen Huang was asked about AI and what it will do to the job market "This is the largest infrastructure buildout in human history. That's going to create a lot of jobs"

Nvidia $NVDA CEO Jensen Huang was asked about AI and what it will do to the job market "This is the largest infrastructure buildout in human history. That's going to create a lot of jobs"

Evan

45,803 views • 6 months ago

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Shay Boloor

89,861 views • 2 months ago

AI IS ABOUT TO RESET THE WORLD’S INDUSTRIES 🤯 NVIDIA CEO Jensen Huang says we’re entering the largest industrial buildout in human history driven by AI. Entire sectors are being rebuilt around AI infrastructure: 🤖 AI factories and chip plants 🤖 Robotics across $50T manufacturing 🤖 AI-powered telecom networks 🤖 Agentic retail and customer service 🤖 Real-time AI in media, gaming, and live video 🤖 Quantum + GPU hybrid systems Even telecom towers -- the backbone of the internet -- could soon become AI compute platforms at the edge. The message from NVIDIA’s GTC stage was clear: The next wave of AI isn’t just software -- it’s a global infrastructure buildout.

AI IS ABOUT TO RESET THE WORLD’S INDUSTRIES 🤯 NVIDIA CEO Jensen Huang says we’re entering the largest industrial buildout in human history driven by AI. Entire sectors are being rebuilt around AI infrastructure: 🤖 AI factories and chip plants 🤖 Robotics across $50T manufacturing 🤖 AI-powered telecom networks 🤖 Agentic retail and customer service 🤖 Real-time AI in media, gaming, and live video 🤖 Quantum + GPU hybrid systems Even telecom towers -- the backbone of the internet -- could soon become AI compute platforms at the edge. The message from NVIDIA’s GTC stage was clear: The next wave of AI isn’t just software -- it’s a global infrastructure buildout.

CryptosRus

28,976 views • 4 months ago

Bill Ackman says this is a good environment to deploy capital. We’re still in the earliest innings of the AI economy and what may become the largest industrial buildout in human history.

Bill Ackman says this is a good environment to deploy capital. We’re still in the earliest innings of the AI economy and what may become the largest industrial buildout in human history.

Shay Boloor

418,692 views • 3 months ago

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

NVIDIA

100,969 views • 22 days ago

Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Shay Boloor

299,252 views • 5 months ago

“AI has started the largest infrastructure build out in human history," NVIDIA, $NVDA, CEO has said.

“AI has started the largest infrastructure build out in human history," NVIDIA, $NVDA, CEO has said.

unusual_whales

155,843 views • 6 months ago

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

Shay Boloor

533,096 views • 2 months ago

Eric Schmidt: “America needs 80 gigawatts in the next 3-5 years” The real demand from hyperscalers for AI data centers is otherworldly, they need 1 to 10 gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI

Eric Schmidt: “America needs 80 gigawatts in the next 3-5 years” The real demand from hyperscalers for AI data centers is otherworldly, they need 1 to 10 gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI

Small Cap Snipa

39,856 views • 5 months ago

NVIDIA CEO Jensen Huang says data is a natural resource of a country and to harness it requires translating energy into intelligence with AI factories

NVIDIA CEO Jensen Huang says data is a natural resource of a country and to harness it requires translating energy into intelligence with AI factories

Tsarathustra

166,365 views • 2 years ago

$NVDA CEO Jensen Huang says we're moving from retrieval to real-time intelligence which requires compute to be manufactured on demand rather than fetched from storage. That shift is why the world is now building AI factories instead of data centers.

$NVDA CEO Jensen Huang says we're moving from retrieval to real-time intelligence which requires compute to be manufactured on demand rather than fetched from storage. That shift is why the world is now building AI factories instead of data centers.

Shay Boloor

155,924 views • 8 months ago

$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.

$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.

Shay Boloor

187,116 views • 10 days ago

$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

Shay Boloor

147,133 views • 4 months ago

$NVDA CEO Jensen Huang said it clearly AI data centers need gigawatts of power. Power availability decides where they get built & GPUs do nothing if the grid cannot feed them. Value is moving to the companies that build & control power for AI.

$NVDA CEO Jensen Huang said it clearly AI data centers need gigawatts of power. Power availability decides where they get built & GPUs do nothing if the grid cannot feed them. Value is moving to the companies that build & control power for AI.

Shay Boloor

362,058 views • 9 months ago

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

Rapid Response 47

39,280 views • 6 months ago

$NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones. Qualcomm is positioned to benefit as more AI inference moves to devices.

$NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones. Qualcomm is positioned to benefit as more AI inference moves to devices.

Shay Boloor

186,686 views • 1 month ago

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.

Shay Boloor

119,040 views • 10 months ago