AI is infrastructure, Huang says, promising a trillion-dollar buildout and jobs boom

Nvidia CEO Jensen Huang argues AI is essential infrastructure rather than a single app, spanning a five-layer stack (energy → chips → infrastructure → models → applications). He predicts the AI boom will require trillions of dollars in additional data-center infrastructure, will create new jobs as automation handles routine tasks, and notes that we are still in the early stages of this buildout with vast opportunity ahead.