Nvidia CEO Jensen Huang told attendees at the World Economic Forum in Davos that while an AI bubble will “arrive someday,” physical constraints on infrastructure and hardware make a near-term collapse unlikely within the next five years. Huang emphasized that AI requires “trillions of dollars” more in infrastructure investment to keep pace with current demand, as the world lacks enough data centers, chips, and networking equipment. Goldman Sachs projects AI capital expenditures to reach approximately $765 billion in 2026 alone. Nvidia’s Q4 2025 earnings, reported on November 19, 2025, showed sold-out cloud GPU inventory and record demand for its next-generation chips. Huang’s remarks did not mention any specific cryptocurrencies or blockchain projects.