Nvidia’s longtime CEO, who has led the company to success for over thirty years, has proclaimed his brainchild’s new status at various points along the way. At GTC 2025, inspired by Nvidia’s success in the AI components market, he declared that the company is an infrastructure provider for the relevant systems.
Image source: NVIDIA
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«“AI infrastructure is not something you buy today and put into operation tomorrow. It’s something you invest in two years in advance and have a plan for the entire two-year period, and hope you can deploy it fairly quickly,” said the head of Nvidia. It was with this timeframe in mind that the company unveiled the computing architectures that will underpin products released between 2026 and 2028. “Everyone needs to have the same information and plan together to build the infrastructure for the world,” Huang added.
The head of the company also called Nvidia an “AI factory” that helps customers make money: “We are now an AI factory. This means that the factory helps customers make money. Our factories directly generate income for customers.” “The level of business is much higher than before. The competition is much higher than before. The margin for error for all of our customers is much smaller. This is an investment cycle calculated over several years, so we are talking about hundreds of billions of dollars,” the CEO of Nvidia explained the increased level of responsibility of the company to customers.
The impact of the 20% tariff in the US on Nvidia’s business does not particularly frighten the founder of the company. The network of suppliers of Nvidia products is quite developed, according to him. This is not only Taiwan, but also Mexico, and Vietnam. They are distributed among many places. In the near future, everything will depend on which of the countries will be subject to increased duties. Such changes will not have a significant impact on the financial results of Nvidia’s activities, as the company’s management is convinced.
In the long term, Nvidia will develop production of its products in the United States. “We have the ability to manufacture a lot in the United States. Not everything, but a lot,” explained Jensen Huang, adding that TSMC already supplies the company with components manufactured in Arizona. TSMC’s intentions to invest $165 billion in the development of six enterprises in the United States inspire Nvidia’s management with confidence in the success of localizing the production of this brand’s products.
In an interview with the Financial Times, Jensen Huang said that Nvidia is ready to spend hundreds of billions of dollars over the next four years to buy American-made products for its needs. In any case, Taiwanese companies Foxconn and TSMC can produce the products Nvidia needs in the United States. As of the end of January last year, Nvidia had commitments to purchase products from third-party companies totaling $20 billion. Accordingly, over several years, given the growth of the market, the corresponding costs in the United States alone can easily increase by an order of magnitude.