00:00NVIDIA CEO Jensen Huang says demand for specialized AI cloud providers is off the charts,
00:06but a shortage of capital is threatening to slow the industry's expansion.
00:10These so-called neocloud companies provide the computing power needed to train and run
00:15advanced AI models, making them increasingly important to the global technology race.
00:21Huang says companies need more working capital to keep up with demand,
00:25even as investors pour billions into AI infrastructure.
00:28The warning reveals a new bottleneck in the AI boom.
00:32The industry may have plenty of customers, but not enough financing to build at the speed they want.
