When Jensen Huang, the CEO of Nvidia (NVDA), calls out “one of the smartest investments we can possibly imagine,” markets pay attention. In a recent discussion on BG2 with Bill Gurley and Brad Gerstner, Huang expressed his confidence in OpenAI’s trajectory using just those words, saying, “I think that OpenAI is likely going to be the next multi-trillion-dollar hyperscale company. If that’s the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine. And you got to invest in things you know. The return on that money is going to be fantastic.”
Huang’s comments reflect not just optimism about OpenAI, but a broader thesis about the evolution of artificial intelligence (AI) and its economic weight. Nvidia’s GPUs serve as the backbone for AI model training and inference across industries, including the very systems developed by OpenAI. His perspective, therefore, comes from a uniquely informed vantage point — one rooted in firsthand experience powering the infrastructure behind the AI revolution.
