Nvidia’s CEO on the AI debt scare, China, and jobs | Full interview

Nvidia CEO Jensen Huang outlines the transition of artificial intelligence from an experimental phase to a period of practical, large-scale utility. To accelerate this "AI economy," Nvidia is focusing on reducing the time-to-revenue for AI factories through modular solutions like the DSX Pod, which mitigates supply chain and financing risks. The discussion highlights the durability and long-term residual value of Nvidia’s computing assets, which now support an eight-year lifecycle. While physical bottlenecks like power and grid connectivity persist, the industry is increasingly adopting a hybrid approach, combining proprietary frontier models with domain-specific open models. Safety remains a foundational requirement, with zero-trust deployment methodologies serving as a critical standard for autonomous agents. Ultimately, the rapid re-industrialization of the U.S. and Europe, driven by massive infrastructure investment, underscores the growing demand for scalable, sovereign AI capabilities across diverse sectors.