Nvidia's chief noted that investing in artificial intelligence can yield excellent returns, so spending hundreds of billions of dollars is justified.

What is happening with capital investments in AI cloud services
After the quarterly reports ended it became clear: the four largest U.S. cloud providers plan to invest about $650 million.

Nvidia CEO Jensen Huang believes that such capital expenditures are justified – they will directly affect the companies’ profit growth.

Huang’s CNBC address
* Justification for investments – “investments in AI are appropriate and can last a long time.”
* Cash‑flow forecast – “the cash flows of all these companies will start to grow.”
* As a result of his comments Nvidia shares rose 8 %.

Why AI infrastructure is the “biggest construction project”
Huang compared the development of computing infrastructure for AI to historical scale. Key points:

Platform | AI Investments | Anthropic receives significant funding (Nvidia already invested $10 million) | OpenAI | Large funding planned from Nvidia
He asserts that doubling computing power at companies such as Anthropic and OpenAI could quadruple revenue.

How AI is already used by the four giants
Company | AI Application
Meta | Moving recommendations from CPU to agent‑based models
Amazon | Using Nvidia chips to improve product recommendation algorithms on Amazon.com
Microsoft | Integrating AI into enterprise software

Demand and profitability
Huang noted: “all sold AI accelerators are already in use, even older A100 models are fully leased.” This confirms high demand for computing resources. He predicts that people will continue paying for AI services, and companies can not only retain profit but also multiply it many times over.

In short:

* Four cloud giants invest ~ $650 million in AI infrastructure.
* Jensen Huang sees long‑term profit growth here.
* AI is already transforming business processes at Meta, Amazon, and Microsoft.
* Demand for accelerators remains maxed out – this guarantees continued revenue for providers.