AI spending expected to top $1 trillion in 2 years. That estimate's way too low if Jensen Huang's right

Nvidia CEO Jensen Huang introduces Vera Rubin, a next-generation AI data center platform, and Rubin Ultra, a next-generation AI GPU architecture, during the keynote address at the company's annual GTC developers conference in San Jose, California, on March 16, 2026. Josh Edelson | AFP | Getty Images Nvidia CEO Jensen Huang is way ahead of estimates on the amount of spending that's coming for AI – even the most optimistic ones. …