Below you will find pages that utilize the taxonomy term “Davos 2026 Ai”
Davos 2026: Jensen Huang Calls for 'Trillions' in AI Infrastructure | January 26, 2026
📋 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.”
Davos 2026 AI Summit: Physical AI Revolution, $480M Seed Round & OpenAI Pinterest Talks | January 25, 2026
📋 Quick Takeaways
- Humans& raises $480M seed round at $4.5B valuation—one of the largest seed rounds ever for human-centric AI startup founded by ex-Anthropic, xAI, Google researchers
- OpenAI reportedly evaluating Pinterest acquisition to access 200 billion images for visual AI training and shopping integration
- Elon Musk predicts robotaxis “very widespread” in US by end of 2026; claims AI could surpass human intelligence this year
- Physical AI declared “next major wave” at Davos—executives predict 5-6x larger market than agentic AI within five years
- Micron’s HBM memory completely sold out through 2026 as AI chip demand continues explosive growth
- Prosus reveals 30,000 AI agents currently running; CEO predicts companies could be run entirely by agents in 5 years
- Yoshua Bengio warns current AI training approaches are problematic; calls next few years “critical” for regulation
💰 Major AI Funding & Investments
Humans& Raises Historic $480M Seed Round at $4.5B Valuation
Landmark Investment: Human-centric AI startup Humans& has secured a staggering $480 million seed round, valuing the company at $4.48 billion—making it one of the largest seed rounds in venture capital history.
$410M+ AI Funding Surge & Davos 2026 AI Predictions | January 23, 2026
📋 Quick Takeaways
- $410M+ in major AI funding including Inferact ($150M seed at $800M valuation) and Neurophos ($110M Series A for photonic chips)
- Elon Musk at Davos 2026 predicts AI smarter than any human by end of 2026, warns electrical power is limiting US AI deployment
- OpenAI introduces ads to ChatGPT, surprising Google DeepMind CEO who says Google is thinking through monetization “very carefully”
- Apple reportedly training next-gen Siri on Google Cloud TPUs, signaling major shift in Big Tech compute partnerships
- Anthropic CEO criticizes H200 chip sales to China, comparing decision to “selling nuclear weapons to North Korea”
- Jensen Huang declares AI creates trade jobs rather than destroying employment, with plumber/electrician salaries nearly doubling
🚀 Major AI Funding & Infrastructure Investment
Inferact Raises $150M Seed at $800M Valuation for AI Inference Platform
Breakthrough Funding: The commercial startup behind open-source vLLM secured $150 million in seed funding on January 22, 2026, co-led by Andreessen Horowitz and Lightspeed Venture Partners.
AI at Davos 2026: Jensen Huang Declares 'Largest Infrastructure Buildout in History' | January 22, 2026
📋 Quick Takeaways
- Jensen Huang declares AI as “largest infrastructure buildout in human history” at Davos, projecting $85 trillion in investment over 15 years
- Anthropic CEO Dario Amodei compares US chip sales to China to “selling nuclear weapons to North Korea,” calling the policy “crazy”
- OpenAI and Anthropic outline enterprise strategies at WEF, with Anthropic reporting 80% enterprise revenue and 300,000+ business customers
- Anthropic releases 2026 Agentic Coding Report showing engineers can only “fully delegate” 0-20% of tasks to AI agents
- $1.8B+ in AI infrastructure funding including Saudi Arabia’s Humain ($1.2B), Upscale AI ($200M), and Zipline ($600M)
- Sequoia Capital makes historic dual investment in both OpenAI and Anthropic, abandoning traditional “one horse per race” approach
🏗️ AI Infrastructure & Investment
Jensen Huang: AI Driving “Largest Infrastructure Buildout in Human History”
Davos Keynote: Speaking with BlackRock CEO Larry Fink at the World Economic Forum on January 21, NVIDIA founder and CEO Jensen Huang described AI as “a five-layer cake” spanning energy, chips, cloud data centers, AI models, and applications.
Major AI Shift: OpenAI Launches Ads & Meta Unveils 'Avocado' Model | January 21, 2026
📋 Quick Takeaways
- OpenAI officially introduces advertising to its chatbot interface, marking a pivotal shift in its revenue strategy beyond subscriptions.
- Meta CTO Andrew Bosworth confirms the internal delivery of new “Avocado” (text) and “Mango” (media) models from their Superintelligence Labs.
- Google DeepMind CEO Demis Hassabis tells Davos that Chinese AI firms are trailing US frontier models by approximately six months.
- Microsoft CEO Satya Nadella identifies “energy costs” as the primary deciding factor in the global AI race.
- Nvidia invests $150M in Baseten as part of a $300M round, valuing the inference startup at $5 billion.
- ServiceNow and Schneider Electric double down on “Agentic AI” to automate complex enterprise and energy workflows.
💰 Business Models & Frontier Models
OpenAI Begins Offering Chatbot Ads to Advertisers
Revenue Pivot: In a report surfacing Tuesday, The Information confirmed that OpenAI has officially begun offering “chatbot ads” to dozens of advertisers. This marks a historic shift in OpenAI’s business model, moving from a purely subscription/API focus to an ad-supported ecosystem directly within its conversational interfaces. Industry Impact: This move challenges traditional search advertising dominance and introduces a new battleground for commercial attention within AI responses. Source: Radical Data Science