The artificial intelligence revolution is not a fleeting trend but the dawn of a new era, according to Nvidia CEO Jensen Huang. Huang has emphasized that AI has entered a virtuous cycle, fueling rapid growth across the industry and marking the beginning of a transformative computing age. His confidence comes as Nvidia has become a central player in the AI boom, with its stock price climbing roughly 40% in 2025.
Major technology corporations are investing billions in AI technologies, driving demand for Nvidia's chips, which power data centers and facilitate AI development. Huang believes this surge is underpinned by genuine demand, not mere speculation. He stated that AI is now "profitable," leading to increased capital investment as companies seek to produce more AI solutions.
Nvidia's financial success reflects the escalating demand for AI chips, briefly making it the world's first company to hit a $5 trillion market valuation. Huang sees this as a milestone achieved over 30 years, driven by the invention of a new computing approach. He noted that after 60 years of computers remaining largely the same, Nvidia has reinvented computing. The company's GPUs are now widely used, indicating substantial consumption and real-world application of AI technology.
Huang identifies two platform transitions occurring in the computer industry. The first is the move from general-purpose computing to accelerated computing, a model Nvidia has pioneered. This shift enables various applications, including data processing, recommender systems, and search, to benefit from accelerated computing. The second transition involves AI itself, which has become a consequential technology due to the performance gains made possible by accelerated computing.
Nvidia's CEO views the current phase as the beginning of a 10-year buildout of a new computing platform. He anticipates many years of exciting growth, as AI evolves and revolutionizes innovation globally.
Nvidia has made significant investments in the U.S. supply chain, with plans to manufacture AI supercomputers entirely in the United States for the first time. Huang has credited these efforts to the vision of reindustrializing the United States.
Huang expressed his desire for Nvidia to continue bringing AI technology to China, emphasizing the importance of the Chinese market and its vibrant community of developers. He believes that allowing American tech stacks to operate AI models in China would benefit the United States. However, he acknowledged that the decision to export advanced technology to China ultimately rests with the President.
