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.

Posts

Major AI News: Nvidia's Record Earnings, S&P 500 AI Impact & Gemini 3 Rollout | November 22-23, 2025

📋 Quick Takeaways

Nvidia reports record $37.6 billion revenue with CEO Jensen Huang citing “off the charts” AI chip demand and $500B in orders through 2026
S&P 500 performance increasingly concentrated in AI-driven tech giants, raising questions about market breadth
Google’s Gemini 3 quietly rolling out through mobile Canvas with dramatic improvements over Gemini 2.5 Pro
U.S. greenlights AI chip exports to Gulf after Saudi Crown Prince’s Washington visit, reversing previous restrictions
AI-powered holiday devices flood market from Amazon, Meta, Google three years after ChatGPT’s debut
ChatGPT adds enhanced inline images enabling richer visual responses about people, places, and concepts

💰 Market Impact & Economic Trends

Nvidia Reports “Off the Charts” Q3 Earnings, $500 Billion in AI Chip Orders

Record-Breaking Performance: Nvidia [finance:NVIDIA Corporation] announced on November 20-21, 2025, fiscal Q3 2026 earnings that exceeded Wall Street expectations, with revenue reaching $37.6 billion and CEO Jensen Huang describing sales as “off the charts.”