TECH NEWS – According to Nvidia CEO Jensen Huang, AI infrastructure could be worth up to $100 trillion.

Nvidia has been at the forefront of AI computing, from model training to inference. Now, the company is pushing into agentic and physical AI. The company has incorporated artificial intelligence into nearly every commercial and consumer activity, and it’s far from finished. During his keynote at GTC Paris (embedded below), Huang shared further predictions with the audience and stated that the company’s next focus will be building AI infrastructure that every government will treat as seriously as electricity or water utilities.

Nvidia revealed it is considering building AI factories for government-backed organizations. Huang says these are very different from traditional data centers, except both use large-scale clusters. AI factories, like traditional manufacturing plants, would be productive and generate revenue for economies, and their performance would be measured by the number of tokens they produce. Governments will compete to reach higher numbers using Nvidia’s scalable, high-performance hardware.

Nvidia is opening up new frontiers for revenue. Huang predicts the AI infrastructure market will eventually reach $100 trillion. This figure is almost 30 times Nvidia’s current market capitalization. The sector is said to be launching the next industrial revolution, with AI becoming an integral part of human life. Of course, AI infrastructure would involve many elements, including humanoid robots and autonomous machines. While the capitalization figure is optimistic, it shows Nvidia still has plenty to do.

Development of AI infrastructure has already begun, as Nvidia has shifted its focus toward sovereign AI. Huang has signed multibillion-dollar deals in the Middle East and the EU, all aiming to get governments involved in the AI race, making for a very interesting future.

Source: WCCFTech