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Nvidia's Jensen Huang on an AI Bubble, Trump, and the Arms Race with China

Daniel Nenni

Admin
Staff member
TIME has named the Architects of AI as the 2025 Person of the Year. One of those architects is Jensen Huang, the CEO of Nvidia, which is now the world's most valuable company. Nvidia has a near monopoly on the supply of GPUs, the advanced computer chips powering the AI boom that is transforming the planet. The industry's rapid growth has tech leaders proclaiming a new era of abundance while skeptics warn of a looming financial bubble. In November, TIME spoke with Huang at Nvidia's Bay Area headquarters.

This much is certain: artificial intelligence will change everyone’s job. As with every industrial revolution before it, some roles will disappear, but many new ones will emerge in their place. What makes this moment different is the speed and scale of change. AI is no longer optional. Those who learn to use it will gain an edge, while those who don’t risk being replaced by someone who does. That reality has pushed AI from a niche technology into the center of global economics, politics, and power.

Tech leaders describe AI as the foundation of a new era of abundance, one that could dramatically expand productivity and global wealth. Skeptics, meanwhile, warn that the rapid rise of AI stocks and massive capital investments resemble the warning signs of a financial bubble. Beneath the hype and fear lies a deeper shift: computing itself is changing, from general-purpose machines to accelerated systems built specifically for AI.

In this context, AI is not just a technology story — it is a story about work, power, geopolitics, and the future of society. Understanding how we arrived here, and where we are headed, has never been more important.

 
Interesting comment on the US relationship with China and how deeply dependent the US is on China and how dependent China is on the US. Definitely worth a listen. Let's hope the US Ambassador to China is listening.
 
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