The post What Bubble? Nvidia CEO Says AI Needs Trillions More in Investments appeared on BitcoinEthereumNews.com.

In brief Jensen Huang says AI infrastructure requires trillions of dollars’ worth of further investment, despite bubble fears. The Nvidia CEO calls AI development “largest infrastructure buildout in human history.” Huang defended AI spending at Davos, claiming that energy, chips, and data centers need continued expansion. Jensen Huang wants you to know the AI industry isn’t a bubble—despite looking like a bubble. At the World Economic Forum in Davos this week, the Nvidia CEO told BlackRock’s Larry Fink that the infrastructure powering artificial intelligence needs “trillions of dollars” more investment over the coming years. The alternative? Ultimate failure. Huang framed AI as a “five-layer cake” that starts with energy at the bottom, then chips, cloud infrastructure, AI models, and finally applications at the top. Each layer, he explained, requires massive buildout before the ones above can properly function. “We’re now a few hundred billion dollars into it,” Huang said. “There are trillions of dollars of infrastructure that needs to be built out.” The industry committed roughly $1.5 trillion to AI development in 2025 alone, according to Gartner—more than any group of companies has spent on virtually anything in nominal terms. Huang insists this isn’t excess, however. It’s the largest infrastructure buildout in human history, he said, and it’s only beginning.  Just for reference, that spending is roughly the market capitalization of all the Bitcoin in the world. For a more normie comparison, thanks to the AI boom, Nvidia is now almost as valuable as all the silver that has been mined to date. Feed the bubble, beat the bubble? Huang’s words have a lot of interests behind them. In late January 2025, Chinese startup DeepSeek rattled markets with an unexpectedly capable chatbot, triggering a 17% single-day drop in Nvidia shares. The company recovered, but the jolt intensified warnings from…

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Filed under: News - @ January 22, 2026 1:28 am