Prediction certainty 4/5 debate potential 3/5

Huang: $2T telecom industry will transform into AI infrastructure

Jensen Huang · Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis · Mar 19, 2026 · at 6:06

Jensen Huang, CEO of Nvidia, discusses edge robotics and computing applications on The All-In Podcast.

0:00 / 0:22exact quote · 22.5s
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“One of the most important ones is one that we're working on that basically turns the telecommunications base stations Into part of the AI infrastructure. So now, all of the, it's a two trillion dollar industry. All of that in time will be transformed into an extension of the AI infrastructure. And so radios, radios will become edge devices.”

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