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Checked fact 167217 Oct 2026Money and compute

Jensen Huang said of the startups that rent Nvidia compute that "80% of them use open models" (1:06:15).

The exact words it rests on

if you look at all these startup companies, 80% of them use open models (1:06:14-1:06:17); the startups are those he described at 1:05:25-1:05:29: thousands of them. And what do they do? They rent NVIDIA compute.

What the source said when we opened it, on 17 Oct 2026.

The source

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

Checked

Checked by the notis newsroom on , against the source above.

In the story

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

Said aloud in a video: the quote, word for word.

Cite this fact

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