NVIDIA CEO Jensen Huang said large data centers testing frontier models are generating a potential new source of artificial intelligence compute demand. He presented the activity as a third major pillar alongside model training and inference, the process of running trained models to produce results. NVIDIA’s data-center infrastructure, which supports the expansion of AI systems, recently posted a significant revenue increase. Market participants appear to view the development as a possible growth opportunity for companies investing heavily in AI infrastructure, including Alphabet, as the sector seeks to convert AI capabilities into revenue. Investors will be watching NVIDIA’s upcoming earnings and guidance for evidence supporting Huang’s view of demand, while Alphabet’s AI monetization performance could help shape expectations for its market capitalization. Further progress in AI infrastructure and data-center capabilities will remain important to the evolution of compute demand. Vera is offering live prediction-market analysis and inviting users to sign up.