The Minutes

Jensen Huang on

capex

5 entries, 13 Oct 2024 to 16 Jun 2026

On the recordsourced and dated, oldest first

    1. spoken

      Huang estimates a trillion dollars of AI infrastructure to be built over the next four to five years.

      “What about, call it $150,000,000,000 into it? Right. Okay. So we have a trillion dollars of infrastructure to go build over the next four or five years.”

      13 Oct 2024 · BG2 Pod · 34:37 · source · permalink
    1. spoken

      Huang says NVIDIA will spend about $500 billion building in America.

      “The chip plant in TSMC's chip had chip plant in Arizona, Foxconn, the the number of companies that we've inspired from Taiwan to to partner with us to build factories here.”

      16 Jun 2026 · Associated Press · 12:36 · source · permalink
    2. spoken

      Huang forecasts tens of trillions of dollars in new computer infrastructure over the next decade.

      “We're now in the process of reinventing all of that, which is the reason why over the course of the next ten years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last sixty years.”

      16 Jun 2026 · Associated Press · 1:43 · source · permalink
    3. spoken

      Huang forecasts tens of trillions of dollars in new computer infrastructure over the next ten years.

      “We've now built about sixty years with the computer infrastructure, the Internet and all the computers and email.”

      16 Jun 2026 · Associated Press · 1:37 · source · permalink
    4. spoken

      Huang says NVIDIA will spend about $500 billion building in America, noting Trump's support.

      “He's delighted that we're investing in Coherent. He's incredibly happy that we are manufacturing in United States. We're gonna spend about $500,000,000,000 building in America.”

      16 Jun 2026 · Associated Press · 12:23 · source · permalink

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