NVIDIA (NVDA) CEO says demand is sky high - CNBC interview
Importance
Level 1
- 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).
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