黄仁勋CNBC称新云厂商AI需求“爆表”但受营运资本短缺制约，并呼吁加大欧洲AI基建投资

Nvidia ( NVDA ) CEO Jensen Huang said demand for specialized AI cloud providers is "off the charts," but limited access to capital is holding back their growth as companies race to build infrastructure for AI. “If you look at the fundamentals, the demand for the neo clouds is off the charts,” Huang told CNBC on Thursday, adding that capabilities are “extraordinary.” “What is missing in the middle is the working capital to fuel that growth… because there’s just so much demand across so many sectors of AI, there’s a scarcity of capital,” Huang said. “The demand of the capital is much greater than the availability of the capital. That’s going to get solved,” he added. Funding concerns have weighed on AI infrastructure providers. CoreWeave ( CRWV ) shares suffered a sharp selloff last week as investors questioned the cost of financing its expansion. The company's debt came under pressure, with bond yields rising sharply. Huang's comments echo concerns from Broadcom ( AVGO ) CEO Hock Tan, who has also identified capital, rather than chip supply, as the biggest constraint on AI development. Huang also called for more investment in European AI infrastructure, saying the region needs more neocloud providers to build an AI ecosystem and support the growth of its AI economy. “We’re trying to kickstart the AI economy in Europe,” Huang told CNBC. “Europe has a tremendous amount of technology, tremendous amount of industrial know-how, incredible science and technology, and it’s ready to engage and build the AI economy here.”