Davos 2026: Jensen Huang On The Five Layer AI Cake, The AI Bubble And Key AI Breakthroughs
Nvidia CEO Jensen Huang said AI spending drives the largest infrastructure buildout ever, nearly doubling wages for skilled trades amid a severe labor shortage.
- Recently at the World Economic Forum in Davos, Jensen Huang, Nvidia CEO, said AI is a vast infrastructure buildout, rejecting bubble claims in conversation with Larry Fink, BlackRock CEO.
- Huang framed AI as a multi-layer structure—energy, chips, cloud/data centers, models and applications—each requiring physical construction, operation, security, and funding, creating distinct bottlenecks and costs.
- Huang pointed to a labor surge, noting urgent demand for tradespeople and that manual builders’ salaries have nearly doubled, with six-figure pay amid workforce shortages.
- Huang pointed to 2025's $100 billion in venture flows and said rising GPU rental prices and companies shifting R&D show durable, capacity-driven demand.
- He urged nations to develop sovereign AI infrastructure and said Europe’s manufacturing strength offers a once-in-a-generation chance for pension funds and savers to invest.
13 Articles
13 Articles
'This is the single largest infrastructure buildout in human history. Get involved': Nvidia CEO Jensen Huang says AI and robotics offers 'once in a lifetime' opportunity
It's clear that AI and robotics are changing the world, but resources are limited and job displacement remains a very real threat.
Jensen Outlines "Largest Infrastructure Buildout in Human History" During WEF Q&A
From skilled trades to startups, AI's rapid expansion is the beginning of the next massive computing platform shift, and for the world's workforce, a move from tasks to purpose. At a packed mainstage session at the annual meeting of the World Economic Forum in Davos, Switzerland, NVIDIA founder and CEO Jensen Huang described artificial intelligence as the foundation of what he called "the largest infrastructure buildout in human history," drivin…
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