NVIDIA (NVDA) CEO Jensen Huang Frames AI as the Largest Infrastructure Buildout in Human History
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy and hold for 20 years.
On January 21, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang appeared on the World Economic Forum stage in Davos, framing AI as “the largest infrastructure buildout in human history.” He sees AI not as a single technology cycle but as a multi-layer platform shift. According to him, this shift spans energy, chips, data centers, models, and applications, with the five-layer AI stack already driving demand across construction, power, advanced manufacturing, cloud operations, and, critically, the application layer, which offers long-term economic value.
Huang used the stage well to reinforce NVIDIA Corporation (NASDAQ:NVDA)’s leading role as foundational infrastructure, where its sustained capex and software-led monetization support durability beyond short-term GPU cycles. Furthermore, he highlighted the over-$100 billion global VC investment into AI-native startups, which reflects future downstream demand for compute.
However, the long-term optimism coincides with near-term geopolitical challenges. Reports came out on January 20, 2026, that indicated Huang’s plans to visit China in late January, with NVIDIA Corporation (NASDAQ:NVDA) seeking clarity on selling its H200 AI chip, even though Chinese customs signalled restrictions despite U.S. export approval. The same day, the server partner Inventec commented that shipments remain “stuck on the China side,” keeping China revenue visibility uncertain.
NVIDIA Corporation (NASDAQ:NVDA) focuses on designing GPUs and accelerated computing platforms spanning gaming, data centers, AI software, networking, and automotive markets.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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