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Nvidia CEO highlights soaring neocloud demand but warns capital scarcity may slow AI data center growth.

Market News
23 Oct 2026
CNBC
View Source
Neutral
Nvidia CEO highlights soaring neocloud demand but warns capital scarcity may slow AI data center growth.

At Nvidia's GTC in Berlin, CEO Jensen Huang emphasized the booming demand for neocloud AI compute services despite recent stock selloffs in the sector. He introduced a new compact AI data center product to speed deployment amid urgent market needs. However, Huang warned that capital availability is lagging behind demand, potentially becoming the next bottleneck for AI infrastructure expansion. The company and industry are actively seeking solutions to address this funding gap as AI adoption accelerates globally.

Nvidia's stock shows resilience with a modest 0.33% gain on Pluang, where the price stands at USD 212.90. As of Oct 23, 2026 18:11 WIB, the market activity favors buyers at 70%, highlighting continued investor interest despite sector challenges.

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