Jensen Huang: AI Will Transform Every Industry, Drive Every Company, and Be Built by Every Country Together
Jensen Huang stated that AI will transform every industry, drive every company, and be built collectively by every country. He described AI as an infrastructure-level technology, emphasizing that applications will spread comprehensively from healthcare and drug discovery to finance and robotics. The real beneficiaries in the market are the computing power, energy, and enterprise software chains, while companies that remain stuck with traditional CPUs and low-automation processes will face pressure, as capital will concentrate on more efficient AI deployment. Source: Public Information
ABAB AI Insight
Jensen Huang has repeatedly defined AI as "computational reconstruction" rather than a competition of single models. He has publicly discussed the shift from CPUs to accelerated computing and from human coding to machine learning-generated software, indicating that Nvidia's narrative has always revolved around infrastructure rather than surface-level applications. The capital path is also clear: first sell computing power to cloud vendors, enterprises, and developers, then spread AI across various industries. Nvidia's statements repeatedly emphasize that the "American tech stack" will become the global standard, logically occupying the hardware and platform layers first, then binding the ecosystem to computing power supply. Historically, this structure is closer to "selling shovels" rather than "digging for gold." Similar cases include Intel during the PC era and Microsoft during the software platform era, both achieving excess returns through underlying standards rather than relying on a single blockbuster application. Essentially, this is about restructuring the industrial chain: AI is not about adding new tools within a specific industry, but about redistributing production relationships, rearranging computing power, energy, models, and distribution, ultimately determining who can achieve scalable profits. ABAB News · Cognitive Law
- New technologies first change infrastructure, then change industry profit margins.
- Whoever controls computing power controls the speed of expansion.
- The end of industrial upgrading is standard unification.