Nvidia chief executive Jensen Huang has reaffirmed his belief that the artificial intelligence revolution is only in its early stages, projecting that global investment in AI infrastructure could reach between $3 trillion and $4 trillion by 2030. Speaking after the company’s quarterly results, Huang emphasized that despite some modest near-term revenue expectations, the broader trend for AI adoption remains unstoppable. He argued that the world is witnessing the dawn of a new industrial era, where advanced computing and machine learning will underpin every sector of the economy.

Huang dismissed speculation that AI growth might cool after its recent surge, pointing to the sustained demand from hyperscalers, cloud providers, and data centres. These companies continue to ramp up their purchases of high-performance chips, which are essential for training and deploying large-scale AI models. According to him, the demand pipeline for accelerated computing remains robust, suggesting that Nvidia is well-positioned to secure a substantial share of future infrastructure spending.

The company has already emerged as one of the most influential players in the AI landscape, with its graphics processing units becoming the backbone of generative AI development worldwide. Huang noted that enterprises, governments, and startups alike are increasingly relying on Nvidia’s technology to power breakthroughs in research, automation, healthcare, and creative industries. This breadth of applications, he argued, makes the AI opportunity more resilient than traditional technology cycles.

Analysts view Huang’s comments as a signal of confidence at a time when investors are carefully weighing the sustainability of AI-driven growth. While competitors are trying to close the gap, Nvidia remains at the forefront of the industry’s transformation. With trillions of dollars expected to flow into infrastructure in the coming years, Huang insists the boom is far from over and only just beginning.