Co-founder and CEO of NVIDIA since 1993. Architect of the GPU computing platform that underpins virtually all AI training and inference infrastructure.
Every AI story is ultimately an NVIDIA story. Huang built the picks-and-shovels monopoly of the AI gold rush, and the H100/B200 allocation list is the real power ranking in this industry. His strategic genius was recognizing a decade ago that GPU compute would become the bottleneck resource for AI -- now every lab, cloud provider, and sovereign nation is a customer.
AI is one of the most powerful forces shaping the world today. It’s not a clever app or a single model; it’s essential infrastructure, like electricity and the internet. For most of computing history, software was pre-recorded. Humans described an algorithm. Computers executed it. AI breaks that model. For the first time, computers can understand unstructured information and generate intelligence in real time. Every response is newly created. Every answer depends on the context you provide. Because intelligence is produced in real time, the entire computing stack beneath it had to be reinvented — and when you look at AI industrially, it resolves into a five-layer stack: Energy → Chips → Infrastructure → Models → Applications. When you see AI as essential infrastructure, the implications become clear. AI starts with a transformer LLM. But it’s much more. It is an industrial transformation that reshapes how energy is produced and consumed, how factories are built, how work is organized, and how economies grow. It is becoming the foundational infrastructure of the modern world. The choices we make now — how fast we build, how broadly we participate, and how responsibly we deploy it — will shape what this era becomes. I wrote more about this here: https://nvda.ws/3OhbiSi
Today marks a new chapter for American manufacturing. For the first time in our history, NVIDIA’s most advanced AI chips are being manufactured in the United States. Our Blackwell chip is reaching successful volume production at TSMC Arizona, setting in motion a new industrial revolution powered by intelligence. Within the next four years, NVIDIA and our partners, TSMC, Foxconn, Amkor, Wistron, SPIL, will help build up to half a trillion dollars of AI infrastructure on U.S. soil. We’re no longer just building ideas, we’re building infrastructure. TSMC has been our partner for more than 25 years. Their culture of relentless innovation and dependability has helped turn the biggest technical risks into global platforms. Together, we’re building AI factories that will power the next century of progress. This is a proud moment for TSMC. A proud moment for the United States. And a proud moment for all of us at NVIDIA.
Nine years after delivering the first DGX, I brought one of the first DGX Sparks to Elon at Starbase. A petaflop AI supercomputer, on a desk. From a single Spark, a world of intelligence!