黄仁勋称人工智能泡沫担忧被“史上最大基础设施建造”所掩盖

At the World Economic Forum in Davos, Jensen Huang delivered one of the clearest articulations yet of how Nvidia views the current phase of artificial intelligence investment. Responding directly to growing concerns that AI spending resembles a speculative bubble, Huang argued that today’s capital flows reflect something far more structural: a global rebuild of industrial, digital, and energy infrastructure at a scale without precedent. Speaking alongside policymakers, investors, and executives, Huang framed AI not as a narrow software trend but as a systemic transformation that touches nearly every layer of the modern economy. …