Nvidia’s Jensen Huang: AI Has Entered a Self-Reinforcing Boom

Nvidia Chief Executive Jensen Huang said artificial intelligence has entered a “virtuous cycle” in which rapid improvements in models spur user adoption, profits and factory build-outs—fueling further gains. Speaking at the APEC CEO Summit in South Korea, Huang framed the moment as the start of a decade-long overhaul of computing, with GPUs and accelerated computing reshaping every layer of the stack and driving sweeping data-center investment. Big Tech’s AI capex—already in the hundreds of billions—appears set to climb again into 2026, as companies race to expand infrastructure. Nvidia, which recently topped a $5 trillion market valuation, announced a deal with Samsung to deploy 50,000 GPUs to bolster chip manufacturing. Huang said profitability underpins the surge, arguing AI will evolve from a tool to a “worker,” ultimately touching industries worth tens of trillions of dollars.

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