NVIDIA CEO Calls Global AI Regulation 'Absurd', Highlights Infrastructure Challenges

ME AI message, on October 22, NVIDIA CEO Jensen Huang stated at the GTC conference in Berlin that global efforts to regulate the pace of AI development are "absurd," and he strongly supported the AI cloud computing industry, emphasizing that strong computing demand will drive companies to address challenges in data center construction and operations. He revealed that he had urged the UK AI cloud provider Nscale to fully advance its project, noting that the company has high-quality clients and the key lies in securing sufficient operating capital. However, the AI infrastructure industry is currently facing delays in construction, financing pressures, and doubts about return on investment. Nscale has encountered bottlenecks in data center construction and power supply, and its proposed $30 billion IPO valuation has come under scrutiny; another NVIDIA-backed company, Firmus Grid, has abandoned its $30 billion IPO plan. Meanwhile, AI-related stocks have recently come under pressure as market concerns grow over the high capital expenditures and cash flow capabilities of new cloud providers. To accelerate data center deployment, NVIDIA unveiled at the GTC conference in Berlin a modular data center product called DSX Pod, delivered in containerized form to simplify equipment integration and shorten construction timelines. However, power supply, site conditions, and supporting infrastructure remain critical constraints to project implementation. The market’s focus is no longer solely on whether AI computing demand can continue to grow, but also on whether related companies can convert this demand into actual revenue and cash flow. (Source: MLion)