Nvidia CEO Jensen Huang states that the tech industry's $660 billion AI infrastructure spending is sustainable, driven by sky-high demand and strong ROI.

Nvidia CEO Jensen Huang announced that the 'ChatGPT moment' for physical AI has arrived, unveiling the company's Alpamayo technology for autonomous vehicles at CES 2026. Huang predicts that robotaxis will be among the first to benefit from AI models that enable ubiquitous driverless cars, targeting a projected $13.6 trillion market by 2030.

Nvidia's plan to invest up to $100 billion in OpenAI has stalled after internal concerns emerged. CEO Jensen Huang privately criticized OpenAI's business approach and expressed concerns about competition. The companies are now rethinking their partnership, with discussions including a smaller equity investment of tens of billions.

At Davos, JP Morgan CEO Jamie Dimon cautioned that the rapid rollout of AI could lead to 'civil unrest' and may need to be slowed, while Nvidia's Jensen Huang argued the technology will be a net job creator.

At Davos 2026, Nvidia CEO Jensen Huang introduced a five-layer AI infrastructure framework, highlighting key breakthroughs in grounded models, open models like DeepSeek, and the rise of physical intelligence.