Jensen Huang on AI infrastructure
From LIVE: Nvidia CEO Jensen Huang arrives in South Korea · · Associated Press
“I'm back because I want to thank all of my partners and customers who are here. We're doing a lot of very important work as you know. Artificial intelligence build out is accelerating. We had a very very big year last year. And the Korea market is doing very well. I'm very happy about that. The second half is going to be much larger than the first half and next year is going to be very very large.”
On , Jensen Huang, Co-Founder, Chief Executive Officer, President & Director at NVIDIA, spoke about AI infrastructure during LIVE: Nvidia CEO Jensen Huang arrives in South Korea on Associated Press.
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.