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Said in a video · quote 14417 Oct 2026

they’re taking um these open models and and many of them taking Neotron (1:06:31-1:06:35)

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 1:06:35

Checked

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

The fact it supports: Jensen Huang said "many of them taking Neotron" (1:06:35); the automatic captions render Nemotron, Nvidia's model family, as "Neotron".

In the story

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

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