The Vision of an AI-Powered Future
NVIDIA CEO Jensen Huang has unveiled a bold vision for the future, where 75,000 employees and 7.5 million AI agents collaborate to solve complex scientific challenges, develop new drugs, and even bring science fiction ideas to life. This ambitious plan is part of NVIDIA’s long-term strategy to build an ‘AI empire’ by offering a wide range of AI products—from chips to models. During the second day of the annual GTC 2026 conference in San Jose, California, Huang shared his insights on how AI will transform industries and reshape the global economy.
Huang emphasized that AI can drastically reduce energy consumption and time required for tasks, making processes more efficient. He noted that ten years ago, concepts like extending human lifespan were considered science fiction, but today, they are becoming real possibilities. His message was clear: the future is not only about technological advancement but also about solving some of humanity’s most pressing problems.
Addressing Concerns About Job Displacement
One of the key concerns surrounding AI is its potential to displace human jobs. However, Huang argued that AI will fill gaps in areas where there is a shortage of workers. For example, he pointed out that manufacturing faces a shortage of tens of millions of workers. According to him, robots will help fill these gaps, leading to economic growth and increased hiring. While acknowledging that some jobs will disappear, he stressed that all jobs will change, requiring new skills and adaptability.
Huang also addressed fears that AI could threaten the software industry. He called this concern “completely wrong,” explaining that while the number of engineers once limited the software business, the future will see countless AI agent engineers using advanced tools. This shift, he predicted, would lead to a surge in demand for software tool licenses.
Expanding Beyond Chips: Building an AI Factory
NVIDIA is no longer just a company focused on selling AI chips. Huang described the company as building an entire “AI factory,” where customers are not merely purchasing hardware but accessing a comprehensive system. This expansion includes LPUs (Language Processing Units), storage solutions, operating systems, and AI models tailored to meet diverse customer needs.
The company is also investing in various AI model developers, which has raised concerns about inflating an AI bubble. Huang responded by stating that NVIDIA is funding companies it believes will succeed. He emphasized that the risk is low, as the company sees strong business pipelines and potential for significant returns.
Securing Manufacturing and Global Partnerships
When asked about securing manufacturing capabilities over the next five years, Huang highlighted partnerships with TSMC and Samsung, particularly for inference-focused “Groq” chips. He also mentioned working with all memory manufacturers due to the high demand for memory in AI applications.
Huang praised South Korea as a “manufacturing powerhouse” and predicted that the country will have many opportunities in the AI and robotics era. He noted that while South Korea may have lagged in the IT revolution, combining AI with manufacturing could create new opportunities.
Resuming H200 Chip Production for China
Huang also announced that NVIDIA has resumed production of its H200 AI semiconductor for export to China. He stated that many Chinese customers have requested H200 chip exports and that the company is in the process of resuming production. He noted that supply chain conditions related to China are changing rapidly, even compared to two weeks ago.
Regarding U.S. President Donald Trump’s intentions, Huang said that the U.S. aims to maintain leadership in NVIDIA’s cutting-edge technology. However, he added that he believes Trump wants NVIDIA to compete globally without unnecessary restrictions.
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