Nvidia(US:NVDA) 智通财经网·2026-01-21 13:41Core Insights - AI is initiating the largest infrastructure build in human history, requiring more energy, land, and skilled workers [1][2] - The AI infrastructure is described as a "five-layer cake," with energy at the base, followed by chips and computing infrastructure, cloud services, AI models, and finally applications [2] - Significant investments are being made in AI, with over $100 billion expected in venture capital by 2025, primarily directed towards AI-native companies in sectors like healthcare, robotics, manufacturing, and financial services [3] AI Infrastructure - The infrastructure build has already seen investments in the thousands of billions, with a need for tens of trillions more [2] - TSMC plans to build 20 new chip factories, while Foxconn collaborates on 30 new computer factories that will support AI data centers [2] Employment Impact - The infrastructure development is expected to create numerous job opportunities in traditional trades such as plumbing, electrical work, construction, and network technology [4] AI Market Dynamics - The demand for NVIDIA GPUs is high, with rental prices for GPUs increasing due to the surge in AI startups and the shift in R&D budgets towards AI [5] - The perception of an AI bubble is linked to the massive scale of investments needed to build the necessary infrastructure for AI [5] European AI Opportunities - Robotics presents a unique opportunity for European countries to leverage their strong industrial manufacturing base and transition into the AI era [6] - NVIDIA's CEO highlighted the importance of integrating industrial capabilities with AI to enter the physical AI or robotics world [6] Collaboration and Investment - NVIDIA and Microsoft have committed to significant investments in Anthropic, with NVIDIA pledging up to $10 billion and Microsoft up to $5 billion for the development of the AI chatbot Claude [7] - Anthropic has also committed to spending $30 billion on Microsoft Azure's computing capabilities [7]