Jensen Huang: Capital Expenditure in the AI Field is Reasonable and Sustainable

Wedoany.com Report on Feb 7th, NVIDIA CEO Jensen Huang stated in a media interview on Friday that the massive capital investment currently being made by the tech industry around artificial intelligence infrastructure is reasonable and sustainable, not a short-term overheating phenomenon. He pointed out that this judgment is based on the fact that AI technology has entered a stage of widespread application and is generating tangible returns.

Previously, NVIDIA's major customers—Meta, Amazon, Google, and Microsoft—released their latest quarterly financial reports. These tech giants have clearly communicated to investors their plans to significantly increase investment in AI infrastructure in the future to consolidate and expand their competitive advantages in the AI field. Industry analysis indicates that these hyperscale tech companies' total capital expenditure this year could reach as high as $660 billion, with a significant portion allocated to purchasing AI computing equipment centered on NVIDIA's high-performance chips.

In the interview, Huang further revealed that all graphics processors NVIDIA has sold in the past—including chip models released about six years ago, such as the A100—are currently in active lease on the market, which indirectly confirms the sustained and strong demand for AI computing power. He emphasized that AI technology has already delivered tangible economic benefits and business transformation results for early adopters. "As long as companies can continue to derive value and profit from AI applications, they will keep investing, driving this virtuous cycle forward," Huang concluded.

These remarks reflect NVIDIA's strong confidence in the long-term development prospects of the AI industry and also highlight its central role in the global AI computing power supply chain. As major cloud service providers and tech companies continue to expand their capital expenditures, the construction of AI infrastructure is expected to maintain a high growth rate in the coming years.