Huang believes we’re witnessing the beginning of a 10-year reconstruction of computing itself. For decades, traditional software has run on CPUs, but AI runs on GPUs, chips optimized for parallel processing and massive data workloads. This shift is so fundamental that Huang says nearly every computer built in the last 60 years will eventually need to be replaced.
“Every single layer of the computing stack is being fundamentally changed,” Huang said. “From chips and energy systems to infrastructure and software, we’re rebuilding the entire computing platform.”
The transition from CPU-based architectures to GPU-driven, AI-centric systems doesn’t just affect tech companies; it touches every industry. From manufacturing to medicine, from finance to film production, every process built around conventional computing is now being reimagined for AI acceleration.
From Tool to Workforce: AI That Works
Huang also painted a vivid picture of what comes next. AI, he said, won’t just be a tool used by humans; it will increasingly become part of the workforce itself. In fully automated factories, AI systems will design, monitor, and even repair machinery, effectively blurring the line between human labor and machine intelligence.
With AI’s reach extending into manufacturing, logistics, and robotics, Huang predicted that AI could reshape up to $100 trillion worth of industries worldwide. The partnership Nvidia just announced with Samsung, which plans to deploy 50,000 Nvidia GPUs to power its chip manufacturing for mobile devices and robotics, is an early sign of this transformation in motion.
The Message Stays Radical
Perhaps fittingly, Huang delivered this message without his trademark black leather jacket, wearing a business suit instead, but the vision was no less rebellious. Nvidia’s CEO is effectively declaring the death of the old computing paradigm and the birth of an AI-native world.
Nvidia, now the first company to surpass $5 trillion in market value, isn’t just selling chips anymore; it’s setting the rhythm of a new industrial era, one where profit, compute, and intelligence evolve together in a seamless loop.
“We are at the beginning of a 10-year build-out of this new era,” Huang concluded. “Every computer, every piece of software, every business model will have to change. This is the virtuous cycle of AI.”
