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AI Compute / Flash25 Oct 2026, 10:42 UTC

NVIDIA’s Jensen Huang: Demand for Neoclouds Is “Off the Charts,” but Funding Is the Problem

IT Home reported on October 25 that NVIDIA CEO Jensen Huang told CNBC on October 22, local time, that demand for neocloud providers was “off the charts,” but a shortage of capital was becoming a major constraint on the industry’s growth. “Fundamentally, market demand for neocloud providers is very strong,” he said. He also described these companies’ capabilities as “extraordinary.” “What’s most lacking right now is the working capital to support their growth… There is enormous demand across every area of AI, leaving capital supply unable to keep up. The market needs far more funding than is available, but the problem will eventually be resolved.” Power supply is also constraining AI…

Source: IT之家

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