📋 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.