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Said in a video · quote 14317 Oct 2026

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.

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 1:06:15

Checked

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

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

In the story

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

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