Talking about artificial intelligence is talking about Jensen Huang. The CEO of NVIDIA has become the figure of an industry: that of artificial intelligence. In large part, it is your company’s products that are driving the engine of the data centers and, at the same time, enormous semiconductor industries and memory are the essential components of NVIDIA GPUs. And if Huang has been commenting for a few weeks that this 2026 it’s going to need wafers and a lot of RAMhas now asked for patience with AI.
Because he has another seven or eight years of unchecked climbing left.
In short. When we talk about artificial intelligence, there are two poles. On the one hand, those who see signs of a bubble that will burst in the short term. On the other hand, those who defend the billion-dollar investment against all odds. In that boat is Jensen Huang, who recently noted in CNBC that this massive spending is “necessary and appropriate” because a “once-in-a-generation infrastructure” is being shaped.
The most interesting thing is that, for him, this career will continue for several years, pointing that the investment and construction of infrastructure for AI has seven or eight years left.
Mortars of money. In his statements, Huang pointed out that companies like Anthropic and OpenAI are making money despite everything invested and that their current brake is not so much the budget as the limit of computing power. That is why you want your suppliers –Samsung in HBM4 memories new generation or TSMC with the processors- increase the pace.
It remains to be seen, however, if the pace can be maintained over the next five years. On CNBC, the CEO of NVIDIA pointed out that, despite the astronomical amount of money, the spending is sustainable. And proof of this is that it is increasing. If in 2025 the total spending of Big Tech did not reach 400,000 million, wait that this year the number of American companies will rise to 650,000 million. Only between Amazon and Alphabet -Google-, they will invest about 385,000 million.
They see the AI computing race as the next “whoever wins the most,” and none are willing to lose – DA Davidson analyst Gil Luria speaking to Bloomberg
Parallel career. And that, as we say, in American companies, since China is the other pole in this race for artificial intelligence. The Asian giant is the birthplace of several extremely capable models, but also something that is missing in the United States: energy to feed the enormous needs of AI. China is betting on AI, but also on robotics, and all this at the same time buy NVIDIA products and develop your own semiconductor network with the goal of achieving technological sovereignty.
It is another race parallel to that of the United States, and apart from the two poles of infrastructure development, we have particular names. That so much money is being invested means that opportunities are being created, and there are companies that have gone through a bad patch and want to surf the wave. For example, a Intel that, after needing a rescue by the United Statesis positioning itself as one of the great foundries in the United States.
In addition, they are putting their foot in a segment that they had not explored, that of DRAM memory, and They are doing it with the Japanese giant SoftBank. Japan has not had a say in the memory industry since the 80s, when South Korea snatched their positionand now they may have another chance.
Translation for the user. These are a couple of examples of companies that are taking advantage of the conditions to obtain financing and expand, seeking to position themselves in what they have determined is the future of the technology industry. With that amount of money and investment, there is a question you may be asking yourself: will I be able to buy a PC? The answer It is not hopeful. Giants like Micron -one of the heavyweights in the RAM segment- They are investing a lot to expand facilities and be more capable when creating memories, but they will not be for us: they will be for data centers.
If the end of 2026 or 2027 was targeted as the end of the component crisis like the RAM or SSD (which are still components with memory modules), now it is Lip-Bu TanCEO of Intel, who states that It won’t be until 2028at the earliest, when we can see a horizon in the current panorama.
So, yes, the entire tech industry has turned to AI and those that can increase their production of key components will do so over the next few years. The issue is that they are going to focus on components that users neither care about nor care about, neglecting those that we really need on a day-to-day basis. AND an example is NVIDIA itself.
Image | NVIDIA
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