On January 21, 2026, at the World Economic Forum in Davos, NVIDIA CEO Jensen Huang pointed out that AI models achieved three core breakthroughs in the past year. First is the rise of **Agentic AI**, where models have evolved from a mere "hallucination" phase to a logical reasoning phase, enabling complex reasoning and planning without specific training.
The second is the flourishing of the **open-source model ecosystem**. Jensen Huang specifically mentioned the release of the first open-source reasoning model, **DeepSeek**. This development broke down technical barriers, allowing research institutions and educators to use high-quality models for innovation, promoting the widespread application of AI globally.
The third key advancement is the leap in **Physical AI**. AI can now not only process language but also understand the physical world, covering areas such as fluid dynamics, particle physics, and protein structures. This is the foundation for achieving embodied intelligence and driving upgrades in manufacturing and robotics.
In response to the "bubble theory," Jensen Huang stated that the demand for GPU rentals is currently strong and prices are rising. The construction of trillions of dollars in AI infrastructure is not only reasonable but also highly promising. He emphasized that AI is solving shortages in professions such as nursing by improving efficiency, and every country should build its own AI infrastructure, allowing ordinary people to become "programmers" through AI.
