At Davos 2026, NVIDIA's Jensen Huang said AI is fueling the largest infrastructure boom ever, demanding trillions in global investment.

NVIDIA CEO Jensen Huang stated at the 2026 World Economic Forum in Davos that the global drive for AI is propelling the largest infrastructure buildout in human history, requiring trillions of dollars in investments across energy, chips, data centers, and cloud systems. He urged governments to treat AI as vital national infrastructure, emphasizing how AI is changing economies and generating high-paying jobs in skilled trades like construction and plumbing. Huang downplayed worries about a bubble, describing the expenditure as essential for fundamental advancement and emphasizing the robust demand for NVIDIA's GPUs in spite of growing prices. His comments were in line with those of Satya Nadella of Microsoft, who emphasized that widespread adoption of AI is essential to preventing market collapse.