Speaking at the World Economic Forum (WEF) 2026, Nvidia’s chief executive highlighted what he described as a historic shift in global technology investment, predicting that spending on artificial intelligence could reach into the trillions of dollars over the coming years. According to the executive, AI is no longer a niche or experimental technology but a foundational layer for future economic growth.

AI Infrastructure Becomes a Strategic Priority

The Nvidia boss emphasized that governments and corporations are rapidly scaling investments in AI infrastructure, including advanced data centres, high-performance computing systems, and energy-efficient chips. He noted that AI systems now require massive computational power, pushing demand for next-generation processors and networking technologies.

Enterprises Rethink Digital Transformation

At WEF 2026, the Nvidia chief pointed out that companies across industries—ranging from healthcare and manufacturing to finance and transportation—are rethinking their digital strategies with AI at the core. Instead of isolated pilots, firms are now embedding AI into core operations, driving long-term spending commitments.

Sovereign AI Gains Momentum

Another key theme raised was the rise of “sovereign AI,” where nations invest in domestic AI capabilities to reduce reliance on foreign infrastructure. The Nvidia executive said this trend could significantly accelerate spending, as countries view AI as critical to economic resilience, national security, and technological independence.

Energy and Sustainability Challenges

While bullish on AI growth, the Nvidia boss acknowledged concerns around energy consumption and sustainability. He stressed the importance of developing more power-efficient hardware and smarter software to ensure AI expansion remains environmentally viable, especially as data centre footprints grow worldwide.

Long-Term Outlook Remains Strong

Concluding his remarks, the Nvidia CEO expressed confidence that AI spending is still in its early stages. He suggested that the convergence of AI, robotics, digital twins, and automation could unlock unprecedented productivity gains, justifying the scale of investment projected in the years ahead.