By Caleb Naysmith
Publication Date: 2026-01-09 19:57:00
Image of Jensen Huang by glen photo via Shutterstock
Bottom Line Up Front: Nvidia (NVDA) CEO Jensen Huang, in his role as the leader of the primary company behind the ongoing technology movement, says that many people don’t realize just how big the AI revolution is. He says there are currently over 1.5 million AI models throughout the world, from healthcare and drug discovery to more commonly known names like Elon Musk’s Grok and Sam Altman’s ChatGPT.
The Details: Nvidia founder and chief executive Jensen Huang has consistently framed artificial intelligence as an infrastructure-scale transformation rather than a single technological breakthrough. In a fireside chat hosted by the Center for Strategic and International Studies (CSIS) with President and CEO Dr. John J. Hamre, Huang continued outlining his layered view of AI, emphasizing the systems, capital, and breadth of applications that underpin the technology’s long-term impact.
Building on earlier discussion of energy, chips, and systems, Huang described the current infrastructure buildout of AI as being multi-layered. The first layer is simple: energy. Huang frames electricity buildout as the most fundamental part of the entire AI revolution.
The next is Nvidia itself: Chips. Without chips, there’s nothing to use electricity and process the AI compute needed to run the AI models.
Huang then highlights the third layer, which “includes financial services, because it takes an enormous amount…
