An analyst says Nvidia is leading the AI revolution in what appears to be a "1995 moment."Vincent Thian/APNvidia CEO Jensen Huang discussed AI infrastructure ROI with Goldman Sachs CEO David Solomon.Huang said AI cloud computing providers make $5 for every $1 they spend on GPUs.He predicts a shift to smaller energy and cost-efficient, liquid-cooled datacenters in the next decade."What Nvidia's really good at is creating new markets," Nvidia CEO Jensen Huang told Goldman Sachs CEO David Solomon at a technology conference hosted by the investment bank Wednesday.