Jensen Huang Says Annual AI Infrastructure Spending Will Reach $4 Trillion

黄仁勋：AI 基建年度开支要冲到 4 万亿美元！

Jensen Huang predicted hyperscale cloud providers’ annual AI infrastructure spending will rise from $1 trillion to $3 trillion–$4 trillion, while Nvidia reported $81.6 billion in fiscal 2027 Q1 revenue and $75.2 billion from data centers.

Why it matters: HKR-H/K/R all pass: Jensen Huang’s $3-4T annual AI infrastructure forecast is specific and tied to NVIDIA revenue. It is strong industry signal, but a CEO forecast rather than a model or product launch, so it stays in the 78-84 band.