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Said in a video · quote 14017 Oct 2026

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

Jensen Huang

Where it was said

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Bg2 Pod · 15 Oct 2026 · at 54:46

Checked

Matched word for word against the video's transcript by the notis newsroom on .

The fact it supports: 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).

In the story

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

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