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Jensen Huang calls on the whole nation to embrace AI

36氪的朋友们2026-06-18 09:57
Jensen Huang: AI has entered the early stage of popularization, and energy is the biggest bottleneck for the development of AI in the United States

Nvidia CEO Jensen Huang said that AI technology is reshaping the logic of social operation and has entered a stage similar to the early days of the popularization of the Internet or automobiles.

As the AI boom continues to drive up the valuations of the global technology and capital markets, Nvidia CEO Jensen Huang said on Tuesday that the rapid spread of AI technology is reshaping the logic of social operation. If people can embrace AI more widely, their lives will be improved.

As one of the key figures driving the development of AI, Jensen Huang has always been optimistic about the potential of AI. He said that AI has entered a stage similar to the early days of the popularization of the Internet or automobiles, and its influence is no longer limited to productivity tools. Instead, it has begun to directly impact the employment structure, education system, and social trust mechanism. Against this background, he emphasized that "society needs to establish new norms."

"I advocate that everyone use AI," Jensen Huang believes. Only when society as a whole understands and uses AI can new usage boundaries and risk awareness be formed, rather than relying on a single regulatory framework for restraint.

Currently, AI has become a controversial focus in the political field in the United States. On the one hand, there is an increasing number of opposing voices around the construction of data centers. On the other hand, people are worried that the rapid popularization of AI may lead to large - scale layoffs, and many workers lack sufficient social security as a buffer.

AI is Narrowing the Technology Gap

Jensen Huang said that AI can already help users design websites, analyze complex documents, assist in advanced scientific research, and even plan kitchen renovation plans, which is helping to narrow the long - standing technology gap in American society.

He pointed out that nowadays, people can complete complex tasks that could only be done by professional technicians in the past without learning programming or software development, with the help of AI.

Meanwhile, he believes that AI still requires a certain degree of government regulation and safety standards, and emphasizes that national security should be a top priority in AI development.

As AI is incorporated into the core area of technological competition, the policy environment is tightening up rapidly. The US government has recently strengthened its intervention in areas such as export controls and model review mechanisms, especially for high - performance models and computing power infrastructure.

In Jensen Huang's view, the essence of AI competition is not a single - point technological advantage, but a competition of systematic capabilities including chips, models, energy, and developer ecosystems.

Reserving Opinions on the Government Holding Shares in AI Companies

In response to the discussion in the United States about "the government should hold equity in AI enterprises to share the benefits," Jensen Huang clearly expressed his reservations.

He pointed out that American society has widely participated in the growth of technology companies through the capital market, tax system, and employment chain. "I'm not quite sure what goals they really want to achieve. I haven't had in - depth discussions with them about this."

Jensen Huang emphasized that these AI companies are American companies, and their success has benefited American society at multiple levels: benefiting American investors who hold relevant assets, creating a large number of jobs, and driving the development of industries such as energy, construction, and hardware technology.

Energy is the Key Bottleneck for AI Development in the United States

Compared with the discussions at the policy and capital levels, Jensen Huang's most industry - oriented judgment this time focuses on energy constraints. He said bluntly that the biggest shortcoming of the United States in AI competition is not chips or models, but the power and energy supply capacity. "We have lagged behind in energy production for too long."

He said that large - scale data centers are rapidly driving up power demand, which may become a key variable restricting the expansion of AI in the future.

In the context of the exponential growth of AI training and inference needs, data centers have transformed from "IT infrastructure" to "energy - intensive industrial systems." Electricity prices, power transmission and distribution capabilities, and energy structure will directly affect the expansion speed of the AI industry.

Jensen Huang also mentioned that the new - generation optical interconnection and chip communication technologies are expected to reduce the system energy consumption by about 50%, but they cannot fundamentally offset the overall growth in demand.

This article is from the WeChat official account "Science and Technology Innovation Board Daily." Author: Niu Zhanlin. Republished by 36Kr with authorization.