Jensen Huang: AI Triggers Trillion-Dollar Buildout

Speaking at Davos on January 22, 2026, Nvidia CEO Jensen Huang called the current moment the beginning of "the largest infrastructure boom in history." He estimates that the transition to an AI economy will require trillions of dollars in investment, not just in software, but in physical infrastructure: new data centers, power grids, and cooling systems.

Huang emphasized that the world is moving from "data storage" to "AI Factories" that consume energy and produce intelligence. This is a signal to investors: the beneficiaries of the AI revolution will be not only IT companies but also the construction, energy, and logistics sectors.

Source: Caixin / Davos 2026