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
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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