Jensen Huang

Annual worldwide data center build-out (capital spending) will reach $1 trillion within about two years, by March 2027.

Pending ●●●●●
“I've said before that I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon”
Said on
18 March 2025 · GTC 2025 keynote, San Jose. Industry-wide build-out (Nvidia's addressable market), not Nvidia revenue. "Very soon" with no date, so inferred window is about 2 years (to March 2027).
Source
NVIDIA CEO Jensen Huang Explains How Datacenters Are Essentially AI Factories · OfficeChai
Should come true
2027
How sure they sounded
I expect; I am fairly certain
Categories
AITechnologyMarkets
Importance
3 of 5 · Industry-wide data center spending at this scale shapes the tech industry, energy demand and capital markets.

Outcome

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History
  • 2026-10-17 06:42:38 · created by claude
  • 2026-10-17 06:42:38 · categorized by claude