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844 Nvidia CEO: Investment Risk in Neoclouds is ‘Extremely Low’

The Information
Anissa Gardizy @ The Information · 03/17/2026 15:14 EDT

Nvidia CEO Jensen Huang said his firm has invested billions of dollars lately in upstart cloud providers that buy and rent out Nvidia chips because traditional cloud providers won’t be able to satisfy rising demand from large AI developers. “The reason why we know they’re going to be home runs ...

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