Nvidia CEO Jensen Huang said on Tuesday that the diffusion of AI technology has entered a stage similar to the early days of the internet or the automobile, with its impacts beginning to directly affect employment structures, education systems, and social trust mechanisms. „Society needs to establish new norms,“ he said. He argued that everyone should use AI, believing that only when society as a whole understands and uses AI can new usage boundaries and risk awareness be formed, rather than relying purely on regulatory frameworks. Huang expressed reservations about discussions within China about „governments should hold equity in AI companies to share benefits,“ emphasizing that these companies already broadly benefit American society through capital markets, taxation, and job creation. „I‘m not quite sure what exactly they are trying to achieve.“
In terms of industry assessment, Huang pointed out that the biggest weakness in the US AI competition is not chips or models, but the capacity for power and energy supply — „We have been lagging behind in energy production for too long.“ Large-scale data centers are rapidly driving up electricity demand, which could become a key variable constraining AI expansion in the future. He also mentioned that a new generation of optical interconnects and chip communication technologies could reduce system energy consumption by about 50%, but cannot fundamentally offset the overall demand growth. In addition, he believes the essence of AI competition is a system capability race involving chips, models, energy, and supply chains. He stated that national security should be a top priority in AI development, and expressed support for a certain degree of government regulation and security standards.