On October 22, 2026, NVIDIA CEO Jensen Huang said demand for specialized AI cloud services was “off the charts,” but a shortage of capital was constraining growth. He said demand for capital in the AI sector currently exceeds its availability, a view also expressed by Broadcom’s CEO. Huang called for increased investment in European AI infrastructure to support the region’s AI economy.
Funding concerns have weighed on AI infrastructure providers. CoreWeave recently experienced a selloff as investors questioned the financing costs of its expansion.
Separately, it was rumored that NVIDIA and Tesla are backing a $2.8 billion expansion of chip substrate manufacturing in South Korea with Samsung Electro-Mechanics. After the GTC conference in Berlin, Goldman Sachs reiterated its buy rating on NVIDIA and its $300 price target, reinforcing a positive long-term outlook for AI technology deployment.