The Rise of AI as Core
Nvidia CEO Jensen Huang has issued a bold prediction: artificial intelligence will become the fundamental infrastructure of every modern company. Speaking at multiple high-profile events—including Fox News’ Special Report, the Gartner IT Symposium in Orlando, and Nvidia’s GTC 2025 conference—Huang made the case that AI is not just a tool or a trend. It’s the foundation on which businesses of the future will be built.
“We are reinventing computing for the first time in 60 years,” Huang told Bret Baier on Fox News. “What the president is announcing today is going to accelerate AI innovation in America with all of the infrastructure and energy that he’s going to put to bear.” He was referring to President Trump’s sweeping new AI initiative, which Huang believes will dramatically change America’s global standing in technology.
“Fundamental Infrastructure”?
When Huang describes AI as “fundamental infrastructure,” he means it quite literally. Just as the internet or electricity is vital to running a business today, AI systems—data centers, chips, neural networks, and autonomous agents—will soon be just as essential. He envisions a future where AI is embedded across every enterprise operation: supply chains, design systems, customer service, and strategic decision-making.
“AI learns not tools, but work,” Huang said during the Gartner IT Symposium. Unlike past software innovations, which assisted humans in doing tasks, AI can perform tasks independently, learning skills, understanding context, and generating solutions on its own. “This is the beginning of a new industrial revolution.”
How This Will Reshape Business
AI will bring enormous productivity gains, but also massive changes to how businesses operate. Traditional roles will shift, with AI assistants managing tasks that once required full-time employees. Huang predicts Nvidia alone will employ 50,000 people alongside 100 million AI assistants.
Every organization, he argued, will experience a similar transition. “That institutional knowledge will never leave the company,” he said, referring to how AI systems will retain and expand organizational intelligence long after human workers come and go.
The next frontier is agentic AI—systems that make decisions and take actions with minimal human input. Nvidia is already working with companies like SAP and ServiceNow to build these into real-world applications.
The Enormous Cost of Transformation
The move to an AI-based economy won’t be cheap. At GTC 2025, Huang described Nvidia’s plan to transition from traditional data centers to what he calls “AI factories.” These facilities will be purpose-built to train and deploy AI models at massive scale.
The numbers are staggering. A single 1-gigawatt AI factory will require:
- Tens of thousands of workers
- Over 210,000 miles of fiber-optic cable
- Nearly 5 billion individual components
The estimated cost? In the billions per facility. Nvidia projects that its data center infrastructure business alone could reach $1 trillion in revenue by 2028.
Huang also emphasized the strategic value of exporting American AI technology. “America wins when the American technology becomes a global standard,” he said. To that end, he defended efforts to reintroduce Nvidia’s H20 chip into China’s market, arguing that half of the world’s AI researchers are based there. The more they use U.S. tech, the more influence America has.
“Just as the world was built on the American dollar, we want the world to be built on this standard,” Huang said.
Energy Will Power the AI Revolution
AI requires more than just silicon and code – it demands vast amounts of energy. Huang applauded President Trump’s energy-first approach, saying, “Without energy, we will not be a world leader in AI.” His message was clear: if the U.S. wants to lead the AI revolution, it must also invest heavily in its energy infrastructure.
From robotic articulation to synthetic data generation, Huang sees no end to what AI will unlock. Future AI models won’t just understand language – they’ll understand physics, friction, and cause and effect. “The technology must be extremely close for us to have artificial general robotics,” he said.
While Nvidia’s announcements have dazzled technologists, markets responded more cautiously. During Huang’s keynote, Nvidia stock dropped over 3%, showing that even transformational ideas must pass the test of investor patience.
Still, Huang remains firm. “There’s no question about it. Whether it happens in your generation or the next—it will happen.” And when it does, AI will be not just an enabler of business, but the very platform on which every enterprise runs.
