positive
Recently
Huang frames AI capex as a self-reinforcing investment loop
Jensen Huang says hyperscalers’ rising AI capex creates a reinforcing loop, sustaining long-term demand for GPUs and infrastructure despite near-term margin pressure and investor concerns.
Nvidia CEO Jensen Huang told Indian media that surging AI capital expenditure by hyperscalers forms a “virtuous cycle,” where better models drive usage, attracting further investment and performance gains. He argued rising outlays at Google, Amazon, Microsoft, and Meta will accelerate platform upgrades from training to inference, benefiting developers and end users. For investors and enterprise buyers, Huang’s framing suggests sustained demand for advanced GPUs, networking, and cooling, even as near-term margins compress at cloud providers. The remarks arrive amid scrutiny of escalating AI budgets across Big Tech and governments.