AI Infrastructure Worth Trillions of Dollars Needs to Be Built: Nvidia CEO

Nvidia CEO Jensen Huang took the stage at the annual World Economic Forum in Davos, Switzerland, for a conversation with BlackRock CEO Larry Fink to discuss the impact of artificial intelligence (AI) — from labor markets to Europe’s need to invest in energy supplies to power future AI systems, Daniel Howley reported for Yahoo Finance.

Despite hundreds of billions of dollars already spent on the technology, far more investment lies ahead. (Photo: NVIDIA)

According to Huang, the AI explosion has jump-started the “largest infrastructure buildout in history.”

Despite hundreds of billions of dollars already spent on the technology, far more investment lies ahead. “There are trillions of dollars of infrastructure that needs to be built out,” Huang told Fink.

“Last year, 2025, was one of the largest years in VC funding ever,” Huang said, noting that most of the funding went to so-called AI-native companies across healthcare, robotics, financial services, and other major industries.

These investments, he said, are driven by the fact that AI models are now effective enough to support real-world applications.

“This application layer could be in financial services, healthcare or manufacturing,” Huang added. “This layer on top ultimately is where economic benefit will happen.”

The AI buildout has also fueled talk of a potential bubble, with some on Wall Street concerned that massive investments in data centers and AI chips could eventually slow, triggering broader economic fallout similar to the dot-com bust.