According to Jensen Huang, CEO of Nvidia, the artificial-intelligence revolution is no longer about hype—it has entered a self-reinforcing “virtuous cycle.” At the Asia-Pacific Economic Cooperation (APEC) Summit, Huang described how better AI models lead to more users, which increases profits, which then drives further investment and innovation—a loop he says is already accelerating.
A New Computing Stack Under Construction
Huang stressed that this isn’t just another tech upgrade—it’s the dawn of a new era in computing. Every layer of the stack—hardware, software, algorithms, infrastructure—is being re-architected for AI. He pointed out that trillions of dollars’ worth of existing computer infrastructure will need to transition to this new platform. With major tech firms already pledging hundreds of billions in AI investment, the scale is enormous.
What This Means for Industries and Investors
The impact of the cycle goes far beyond chips and data centres. Huang projected that AI has the potential to reshape industries worth trillions of dollars—from manufacturing to services to creative work. For investors and corporations this signals that we’re at the early stages of a structural shift, not just a trend. The message is clear: technologies built for the old computing order may be obsolete sooner than expected.
As Huang put it, the AI boom is just beginning, and the real opportunities lie ahead—in rewriting how we compute, creating new platforms, and unleashing value by aligning human talent with machine capabilities.
