Jensen Huang on AI energy needs
The race for artificial superintelligence isn't just about code or chips; it comes down to energy availability. Jensen Huang from Nvidia says the US has world-class chip design and algorithms but lacks the scaling power needed for data centers. He explicitly praised Donald Trump's pro-energy policies as essential for building those facilities, noting that without that vision, construction would be impossible. The current administration is advocating for expanded energy infrastructure to handle the surging demand from AI. This generative approach requires a total reinvention of the computing stack, where processors, software training, and applications all depend on the foundational layer of power. Winning means securing abundant energy alongside the best chips and strongest algorithms while fostering American enthusiasm across manufacturing, healthcare, and space exploration.
Transcript (en)
Well, excuse me, Diet Coke. Sorry. So first of all, artificial super intelligence is a complete reinvention of the computing stack. Everything from the way the processors, the chips are designed and the way they operate to the way software is now trained and developed to the way that the applications are able to perform what they're able to do and how they perform. Every single layer of the computing stock has been reinvented. This way of doing computing, unlike previous ways of retrieving information, this is a generative approach to computing and therefore in order for us to succeed, the first thing we need is energy. Because we need the energies to run the compute, the algorithms, the algorithms then feed the applications. And so at the foundational layer is energy. And from that energy we build the land power and shell and that hosts the infrastructure so on and so forth And so the way we win of course we are world class in chip design We world class in algorithm development And so one of the things that we need to do is just be vigilant about enabling power delivery and power generation to happen. And President Trump has been visionary in being pro-energy. Without the pro-energy vision of President Trump, it would have been impossible for us to build the data centers on top of it. Now, of course, these data centers are coming online so quickly. We're coming into a lot of neighborhoods and a lot of communities. We have to do a better job in partnering with the communities and bring them along and make them part of the prosperity and the success of this industrial revolution. But that's how we win. We've got to build the world's best chips. We have to have lots and lots of energy, create incredible algorithms. And then lastly, make sure that America is enthusiastic about the technology so that we diffuse it into all of these various industries, from manufacturing to healthcare, space exploration, so on and so forth. Awesome.
