Checked fact 166917 Oct 2026Money and compute

Jensen Huang said that with the world's cloud providers "we're probably running about 40%", speaking of Nvidia's share of their capex (54:46).

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The exact words it rests on

right now with the world’s CSPs we’re probably running about 40% (54:43-54:48)

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Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Bg2 Pod · 2026-10-15

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Checked by the notis newsroom on 17 Oct 2026, against the source above.

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Huang says Nvidia is probably running about 40% of cloud providers' capex 17 Oct 2026

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“Jensen Huang said that with the world's cloud providers "we're probably running about 40%", speaking of Nvidia's share of their capex (54:46).” ai notis, checked 17 Oct 2026. Source: Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more (Bg2 Pod). https://ainotis.com/c/1669

As a reference (APA style)

ai notis. (2026, October 17). Jensen Huang said that with the world's cloud providers "we're probably running about 40%", speaking of Nvidia's share of their capex (54:46) [Checked claim 1669]. ai notis. https://ainotis.com/c/1669

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