Nvidia CEO Says AI Infrastructure Cycle Could Span Decades, Potentially Becoming the Largest Project in History

en.Wedoany.com Reported - Nvidia CEO Jensen Huang stated at the annual shareholder meeting that the construction cycle for artificial intelligence infrastructure will span decades, and he believes it could become the largest infrastructure project in human history.

Huang noted that AI represents a fundamental shift in computing paradigms, redefining the essence of computing for the first time in sixty years. In the past, computing primarily involved retrieving, storing, and transmitting information, but it is now shifting toward using AI to generate intelligence. He explained that tokens are the basic units of intelligence, "manufactured" in a new type of data center known as an artificial intelligence factory, which then translates into real business returns. The greater the computing power, the more tokens generated, leading to higher profits.

Huang compared the construction of such AI infrastructure to key infrastructure projects like power grids, transportation systems, and the internet, emphasizing that its construction cycle will be very long. He stated that AI agents are accelerating investment in infrastructure, as AI is now capable of performing substantive work and creating real economic value for the first time.

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