Part 5/8:
The AI Bubble and Future Outlook
Addressing concerns about whether the AI boom is a bubble, Huang firmly believes we are only at the dawn of a new industrial revolution. He underscores that the fundamental driver is energy: President Trump’s pro-energy policies have created a sustainable foundation for the industry’s growth. Huang estimates that trillions of dollars will be invested in AI infrastructure over the next decade, with hundreds of billions already committed.
He draws parallels between AI and past technological leaps, asserting that digital intelligence will influence all sectors and become ubiquitous globally. The "Blackwell" chip, central to this revolution, is described as a miraculous, complex piece of technology that will soon be everywhere.