NVIDIA's (NVDA) CEO says trillions of USD in AI infrastructure needs to be built out
NVIDIA's CEO highlighting the need for trillions in AI infrastructure suggests a massive growth opportunity within the tech sector, particularly for equities like NVDA.
Newsquawk Daily US Opening News - 21st January 2026
Continental (CON GY) CFO says ContiTech's Q4 results below expectations do not affect plans to sell the unit this year
NVIDIA's (NVDA) CEO says trillions of USD in AI infrastructure needs to be built out
US envoy Witkoff says he does not have the sense from Iran just yet that they want to solve things in a diplomatic way, can have the conversation with them and come to a diplomatic solution when they are willing/if they want to
Germany sells EUR 0.776bln vs exp. EUR 1.0bln 2.90% 2056 & EUR 0.786bln vs exp. EUR 1.0bln 2.60% 2041
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This underscores a long-term positive outlook for semiconductor demand and positions AI as a pivotal driver for future capital investments, which could impact various asset classes including equities, metals, and even forex as market participants reassess growth trajectories.
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