Nvidia founder and CEO Jensen Huang discussed industrial policy for securing US leadership in AI during a conversation at the Center for Strategic and International Studies (CSIS). He pointed out that energy supply and manufacturing capacity are the fundamental constraints on long-term growth.
Nvidia CEO Jensen Huang Proposes US AI Infrastructure Build-out to Drive Reshoring of Manufacturing
This article is a translation. Read the Japanese original
Huang argued that the mistakes regarding energy growth over the past decade must be corrected. "Without energy, we cannot grow new industries," he said, stating that power shortages hinder the prosperity of the manufacturing sector.
He noted that the offshoring of manufacturing has been ongoing for 20 years. He stated that the US has the ability to bring manufacturing back to the country by leveraging the opportunity presented by the AI industrial revolution.
Nvidia is supporting the construction of AI infrastructure worth at least $500 billion during the Trump administration's term. The company stated it intends to leverage this position to aim for the US to become a global AI manufacturing hub.
Huang said that politicians have treated nuclear and coal as villains too much. He argued that focus should be placed on exponentially expanding energy production across all sectors.
These remarks were made within a broader discussion regarding the government's response to structural changes caused by AI and automation. He demonstrated a stance that prioritizes energy supply and the building of industrial capacity over specific regulatory methods.
Source: Jensen: 'We've done our country a great disservice' by offshoring（HN 279pt・512コメント）（HN Search (backfill)、2026-01-05）