NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars for AI infrastructure buildout. Not billions. Trillions. His timing is pointed, heading to China as US-China tech competition intensifies and global data center capacity maxes out. Huang laid out the path: "I believe that there will be no digestion until we modernize a trillion dollars with the data centers… And let's say by 2030, the world's data centers for computing is a couple of ...