“AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade: 'As the AI revolution went into full steam... the capex spend has doubled to $600 billion per year. There's five years between now and the end of the decade, and $600 billion only represents the top four hyperscalers.'”
Co-founder and CEO, NVIDIA
Huang reiterated the same $3–4 trillion 2030 forecast at the Goldman Sachs Communacopia + Technology Conference on September 10, 2026, citing a new layer of computing and the end of Moore's Law.