Jensen Huang on AI infrastructure economics
From Nvidia Computex 2026 Keynote | Jensen Huang Reveals AI Roadmap & Global Tech Impact | Taiwan · · ET Now World
“Compute is revenue. Now compute is profit. the absence of revenues and profit is loss. And so it's really important to realize that this is when this is an example of an AI infrastructure coming online. It could take it could be coming online quickly. It could take a while. Its throughput could be high. It could be low. Its resilience and reliability could be good or bad. And its lifetime of usefulness could be long or short because this represents 50 60 going to a hundred billion dollars.”
On , Jensen Huang, Co-Founder, Chief Executive Officer, President & Director at NVIDIA, spoke about AI infrastructure economics during Nvidia Computex 2026 Keynote | Jensen Huang Reveals AI Roadmap & Global Tech Impact | Taiwan on ET Now World.
About Jensen Huang
Jensen Huang, CEO of Nvidia, has been active in several public appearances in mid-2026, primarily discussing the state of the AI industry and Nvidia's product roadmap. At Computex 2026 in Taipei, Huang announced the RTX Spark, a new superchip for Windows PCs developed in partnership with Microsoft, which he described as a reinvention of the personal computer for the era of AI agents. He also stated that Nvidia's new Vera Rubin architecture, including Vera CPUs for data centers, is in full production and positioned it as a major growth driver designed to run agentic AI workloads. During a visit to South Korea, Huang said the AI buildout is accelerating and that the second half of the year would be much larger than the first, while also noting that robotics is a major sector for investment in Korea. Huang has also addressed the impact of AI on employment, calling claims that AI reduces jobs "complete nonsense." He cited GitHub data showing that software code commits have nearly tripled in early 2026, arguing that AI is increasing the productivity of software engineers and leading to more hiring. In a conversation with former U.S. Secretary of State Condoleezza Rice, Huang described his personal story as an immigrant from Taiwan as an "only in America story," attributing Nvidia's success to the opportunities and freedoms available in the United States. He has also described the current AI infrastructure buildout as a "five-layer cake" starting with energy, and stated that "compute is revenue now" for companies operating AI factories.