Overview
- Nvidia’s Jensen Huang said AI now requires trillions of dollars more for energy, chips and data centers, calling it the largest infrastructure buildout and predicting strong demand for trade‑skilled jobs with six‑figure pay.
- Microsoft’s Satya Nadella warned the surge will not endure unless benefits spread across industries and countries, stressing that real outcomes must justify AI’s heavy energy use.
- President Donald Trump told Davos attendees he will expedite approvals for datacenter power projects—two weeks for electricity and three weeks for nuclear—and allow companies to build their own generation.
- Debate over U.S. export policy escalated after permission to sell certain Nvidia H200 chips to China, with Anthropic’s Dario Amodei denouncing the move as a national‑security error.
- A World Economic Forum–Bain report urged “strategic interdependence” as the U.S. and China capture about 65% of AI investment, flagging land, energy and water constraints that could slow datacenter growth.