"The thing that’s really important to recognize," Nvidia (NVDA) CEO Jensen Huang recently said, "is that this is the largest infrastructure buildout in human history." His remark about artificial intelligence (AI) is not hyperbole.
The rapid adoption of generative AI and large language models (LLMs) has ignited a surge in spending on data centers, networking equipment and specialized semiconductors, chips and processors needed to train and run AI systems.
