The Staggering Number Jensen Huang Just Revealed Changes Everything About AI
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
- The U.S. electricity grid hasn t faced a demand shock like this since the post-World War II industrial boom.
- So here s the question investors need to grapple with: if today s AI already strains the grid, what happens when the technology never sleeps?
The Staggering Number Jensen Huang Just Revealed Changes Everything About AI Rich Duprey Sat, May 16, 2026 at 11:37 PM GMT+7 6 min read NVDA D AMZN MSFT GOOG Quick Read Nvidia‘s (NVDA) Jensen Huang said that compute required for agentic AI has risen 1,000% compared to generative AI in just two years, while the company achieved 65% revenue growth in fiscal 2026 on $215.9 billion in annual revenue. Dominion Energy (D) proposed its first base-rate increase since 1992, adding $8.51 per month for typical households, while tech companies including Amazon (AMZN), Microsoft (MSFT), Google, and Meta Platforms (META) collectively committed more than $710 billion in AI infrastructure capital expenditures for 2026 alone, with conditional agreements for small modular reactor capacity growing from 25 gigawatts to 45 gigawatts.
Agentic AI’s dramatically higher compute intensity compared to generative AI is forcing a fundamental infrastructure buildout across the energy sector, with tech giants accelerating nuclear commercialization and securing dedicated power plants faster than traditional government programs.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.