NVIDIA (NVDA) CEO says demand is sky high - CNBC interview
NVIDIA's CEO highlights exceptionally high demand for AI-related technologies, which positions the company favorably amidst a significant infrastructure buildout.
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NVIDIA (NVDA) CEO says demand is sky high - CNBC interview
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- Last year was an inflexion point for AI.
- Over the last couple of years, AI went from curious to useful.
- Asked about hyperscalers spending USD 660bln in 2026 and hiking capex, says "Appropriate and sustainable".
- Addressing the largest software opportunity of all time.
- No one uses AI better than Meta (META), there earnings show it, and why they are investing so much.
- In a once-in a generation infrastructure buildout.
- Anthropic and OpenAI are so compute constrained.
- Estimates 7-8 years to build out required computing infrastructure.
- Demand is so high, GPUs sold six years are still going up in price.
- NVDA has the largest supply chain of any of them on the street.
- NVIDIA's demand in AWS is very high.
- AWS is doing great, and a great partner of theirs.
- There is no drama between OpenAI and Nvidia (NVDA).
This commentary not only underscores strong growth potential for NVIDIA but also suggests that the broader AI sector will see heightened capital expenditures, particularly from hyperscalers, which could impact market sentiment around tech equities and semiconductors moving forward.
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