Bottom Line Up Front: Nvidia (NVDA) CEO Jensen Huang is concerned that China’s astronomical rate of building infrastructure and developing new technology is resulting in the U.S. slowly losing its lead. China has passed America in energy production and is catching up in several key areas. Nvidia’s chief executive warns that if we don’t move towards building at this same rate, the United States could ultimately lose the artificial intelligence (AI) race.The Details: In a recent interview, Nvidia founder and CEO Jensen Huang addressed both strengths and constraints shaping global competition. Speaking with Dr. John J. Hamre, Huang said that leadership in AI depends not only on technological innovation but also on the ability to build and deploy infrastructure at scale.
In that context, Huang stated, “Chips. We’re generations ahead on chips. I think everybody recognizes that.” But he continued with, “If you want to build a data center here in the United States, from breaking ground to standing up an AI supercomputer, it's probably about 3 years. They can build a hospital in a weekend. That’s a real challenge. They’re builders. Their velocity of building things is extraordinarily high.”
