Jensen Huang on AI infrastructure economics
From [Uncut with full subtitles] Jensen Huang's GTC speech was incredibly exciting, with no dull momen... · · CTITV NEWS
“Compute is revenues. 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 [Uncut with full subtitles] Jensen Huang's GTC speech was incredibly exciting, with no dull momen... on CTITV NEWS.
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About Jensen Huang
Jensen Huang delivered the keynote at Computex 2026 in Taipei on May 31, where he announced the RTX Spark superchip developed in partnership with MediaTek, a new product line that he said would "reinvent the personal computer" alongside Microsoft. Huang stated that the chip, which includes a Blackwell RTX GPU and 128 GB of unified memory, is designed to run AI agents locally on devices. He also announced that the company's Vera CPUs for data centers are in full production, describing them as "the CPU for the age of agents." During a subsequent appearance at Microsoft Build, Huang told Microsoft CEO Satya Nadella that "Vera Rubin was created for a world where these AIs are now agentic." Huang rejected the idea that AI reduces employment, calling the notion "complete nonsense." Speaking at Computex, he cited GitHub data showing that the number of software code commits had nearly tripled in early 2026 and argued that AI is turning $3 trillion in developer salaries into $9 trillion of economic productivity, making companies more likely to hire additional software engineers. During a brief visit to South Korea in early June, Huang said the "AI build out is accelerating" and identified robotics as "the next major sector" for investment in the country.