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Jensen Huang: Companies will adopt hybrid model strategy—renting closed models while building/fine-tuning open models internally, increasing demand for on-premise AI infrastructure
Jensen Huang· NVIDIA· AI· 2026-06-17· about NVIDIA (NVDA)
“Every company will realize that these AI models, some of it you rent, some of it you build... just like biological workers, you will do that with digital workers.”
Why it matters
The explicit 'rent vs. build' model for AI mirrors enterprise hiring practices, indicating sustained capex spending on internal model infrastructure alongside API consumption, supporting both cloud and on-premise GPU demand.
Investment implication
This validates a durable market for enterprise-grade fine-tuning infrastructure (GPUs, orchestration tools). Companies like NVIDIA, CoreWeave, and Lambda Labs will see sustained demand from enterprises building proprietary models alongside public cloud consumption.