--- title: "GPU rental prices surge with demand, Jensen Huang: AI requires trillions of dollars in infrastructure support" description: "NVIDIA founder Jensen Huang pointed out at the Davos Forum that AI is triggering \"platform-level transformations\" that will generate trillions of dollars in infrastructure investment. He categorized t" type: "news" locale: "en" url: "https://longbridge.com/en/news/273257356.md" published_at: "2026-01-21T16:03:11.000Z" --- # GPU rental prices surge with demand, Jensen Huang: AI requires trillions of dollars in infrastructure support > NVIDIA founder Jensen Huang pointed out at the Davos Forum that AI is triggering "platform-level transformations" that will generate trillions of dollars in infrastructure investment. He categorized the AI industry into a five-layer architecture from energy to applications, emphasizing the need for solid support at each layer. Jensen Huang believes that breakthroughs in open-source ecosystems (such as DeepSeek) and agent-based AI are accelerating the spread of technology. He optimistically predicts that AI will create higher-value jobs through task automation and calls on countries to build autonomous AI infrastructure to seize leapfrog development opportunities NVIDIA founder Jensen Huang pointed out at the World Economic Forum in Davos that artificial intelligence is triggering a "platform-level transformation," and humanity is about to witness the largest infrastructure investment in history, totaling trillions of dollars. On January 21, during a dialogue with BlackRock Chairman Larry Fink, Huang systematically explained the five-layer architecture of the AI industry, from the foundational energy, chips, and computing infrastructure, to cloud computing, AI platforms, and finally to industry applications at the top layer. He emphasized that each layer is crucial to supporting this transformation, and NVIDIA's role has transcended that of a chip supplier, becoming a core force in driving global AI infrastructure development. Huang also summarized three major annual breakthroughs in the field of AI models, particularly mentioning the release of the first open-source inference model, DeepSeek, stating that it is "significant for most industries and enterprises." This statement reflects that the prosperity of the open-source ecosystem is accelerating the popularization and application of AI technology. On the market side, **the spot prices of GPU leasing services continue to rise, further confirming the strong global demand for AI computing power and the urgency of infrastructure development.** ## AI Industry Architecture: A Five-Layer System from Energy to Application Huang vividly compared the AI industry architecture to a "five-layer cake": the bottom layer is energy infrastructure, followed by chips and computing infrastructure, cloud computing, AI platforms, and the top layer consists of specific industry applications such as finance, healthcare, and manufacturing. He emphasized that this new computing platform "requires solid support from every layer of infrastructure." Huang further pointed out that the infrastructure development supporting this system will be one of the largest investment projects in human history, **with total investments expected to reach trillions of dollars. He clearly stated that despite the unprecedented scale, this investment is "completely reasonable," and its necessity is rooted in the core position of artificial intelligence as a driver of structural transformation in the global economy.** ## Model Breakthroughs: Open-Source Ecosystem Catalyzing Industry Transformation Huang summarized three major breakthroughs in the field of AI models over the past year at the forum. First, the emergence of Agentic AI marks significant progress: such models can autonomously reason, plan, and answer questions within predefined domains, and the early prevalent "hallucination" problem has been significantly improved, allowing various industries to systematically explore AI applications in professional scenarios again. Secondly, he particularly emphasized the groundbreaking development of open-source inference models. Huang pointed out that the release of the first open-source inference model, DeepSeek, is milestone significance for most industries and enterprises. Since its launch, the open-source inference model ecosystem has rapidly enriched, providing flexible foundational tools for numerous companies, research institutions, and educators, greatly promoting the popularization and innovative application of AI technology. ## Employment Prospects: From Task Replacement to Value Creation Huang holds an optimistic view on the impact of AI on the job market. He believes that **AI will not simply replace human jobs but will automate repetitive "tasks," allowing humans to be liberated to focus on more creative and strategic "goals."** He further explained using radiologists as an example: when AI takes over the preliminary screening of medical imaging, doctors can devote more energy to complex diagnostic decisions and patient communication. This shift not only does not reduce jobs but, due to the optimization of medical processes and efficiency improvements, has led to an increased demand for advanced professional skills. Jensen Huang predicts that the development of AI will create a large number of jobs related to the deployment of new technologies, system maintenance, and process optimization, while also promoting an upgrade of the employment structure towards higher value fields by enhancing overall productivity across industries. ## Emerging Market Opportunities: Autonomous AI Infrastructure is Key Jensen Huang emphasized that every country should establish its own autonomous artificial intelligence infrastructure and pointed out that the current threshold for using artificial intelligence technology is rapidly decreasing. **He called for countries to widely promote AI skills, viewing mastery of AI tools as a fundamental competency akin to management skills.** He believes that artificial intelligence has the potential to bridge the technological gap and provide significant opportunities for leapfrog development for emerging countries. This viewpoint further indicates that investing in artificial intelligence infrastructure is not only a strategic focus for the global future but will also become a key pathway for emerging markets to deeply engage in global technological competition and achieve economic upgrades ### Related Stocks - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [NVDU.US - Direxion Daily NVDA Bull 2X Shares](https://longbridge.com/en/quote/NVDU.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 巨头砸钱 6500 亿加剧担忧，黄仁勋 “灭火”：AI 需求火爆，庞大支出合理、可持续 | 黄仁勋周五称，这场 “人类史上最大规模的基础设施建设” 由 “极高” 的算力需求驱动，AI 已变得 “非常有用且非常强大”，其采用率变得 “极高”，只要人们继续为 AI 付费，英伟达盘中曾涨近 9%。企业就能从中获利。周二软件股大跌后，他说 | [Link](https://longbridge.com/en/news/275181187.md) | | 软件股遭遇 2010 年来最大做空潮，高盛惊呼：市场 “无处可藏”！ | 十年最猛烈做空潮席卷美国软件股，摩根士丹利数据显示空头规模创 2010 年以来新高，市场陷入 “先卖后问” 的恐慌。AI 取代白领的担忧引发行业震荡，防御性板块加速跑赢，科技七巨头（Mag 7）亦显颓势。高盛交易主管 Callahan 表示 | [Link](https://longbridge.com/en/news/275859482.md) | | “AI 交易” 的关键变量：服务业敞口越高，AI 颠覆风险越大，“AI 基建” 最有利 | 大摩量化研究显示，“服务业敞口” 是 AI 投资的关键变量，与收益呈显著负相关。由于市场担忧 AI 颠覆，服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反，“AI 基础设施” 敞口仅 14%，受颠覆风险最小且受益于资本支出，在六 | [Link](https://longbridge.com/en/news/275977957.md) | | 黄仁勋酒后一番暴论 | 英伟达 CEO 黄仁勋在与思科 CEO 查克·罗宾斯的对话中，发表了一系列引人注目的言论。他批评了程序员的价值，认为编程只是打字，并指出控制欲会阻碍创新。他还提到摩尔定律的滞后，强调传统巨头应向新兴企业学习，尤其是在 AI 领域。他认为，企 | [Link](https://longbridge.com/en/news/275197884.md) | | 硅谷 “炸鸡会谈”：SK 海力士会长密晤黄仁勋，锁定 55%HBM4 份额并开启 AI 基建协作 | SK 集团会长崔泰元与英伟达 CEO 黄仁勋在硅谷炸鸡店举行” 家族式” 会晤，双方女儿参与。分析认为，讨论内容不只限于 HBM4 供应，还包括在构建下一代 AI 数据中心方面的战略合作。业内认为此次会面可能成为继 2021 年” AI 三 | [Link](https://longbridge.com/en/news/275388618.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.