Forbes January 22, 2026
After Yuval Noah Harari’s talk was my highlight of day one at Davos, sitting in on this conversation became my highlight of day two. Jensen Huang provided exactly what’s needed right now: a clear framework for understanding what’s actually happening. In his conversation with BlackRock CEO Laurence Fink, he laid out why the AI revolution we’re experiencing goes far deeper than the chatbots and image generators most people associate with artificial intelligence.
Maybe not surprisingly, Huang framed the entire conversation around infrastructure, which is exactly where NVIDIA sits in the value chain. But the scale he described gives the argument real weight: hundreds of billions already invested, trillions more needed and physical evidence everywhere from TSMC’s 20 new chip plants...
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