📋 Quick Takeaways

• NVIDIA CEO Jensen Huang declares AI development requires “trillions of dollars” in infrastructure spending at Davos 2026
• Trump administration commits to nuclear power expansion with 300 GW target by 2030 to fuel AI data centers
• ChatGPT market share plummets from 86.6% to 64.6% while Google Gemini surges to 22% in one year
• Waymo launches Miami robotaxi service, expanding to 6th US city with plans for 20+ cities in 2026
• Congress advances AI Overwatch Act requiring approval for AI chip exports to China
• DeepSeek prepares V4 model with enhanced coding capabilities ahead of Lunar New Year release
• Physical AI emerges as dominant 2026 theme with 5-6x market potential versus agentic AI

🏛️ Davos 2026: AI Infrastructure Takes Center Stage

Jensen Huang: AI Requires “Trillions of Dollars” in Infrastructure Investment

Major Declaration: At the World Economic Forum in Davos, NVIDIA CEO Jensen Huang delivered a stark message to global leaders: artificial intelligence development will require “trillions of dollars” of spending on what he called “the largest infrastructure build-out in history.”