| Mobile Web

Jensen Huang says neocloud demand surging but lack of capital hampers growth

Nvidia CEO Jensen Huang (젠슨 황) said demand for neoclouds, AI-focused cloud providers, is surging but companies lack the working capital to expand fast enough. He said the need for capital is far greater than its availability, which is slowing market growth for now. Huang also cited power as a key bottleneck, especially in Europe with high electricity costs, and said building local infrastructure is the starting point for expanding the AI ecosystem.