Written by: Techub News Compilation

Introduction

Recently, NVIDIA Founder and CEO Jensen Huang attended the groundbreaking ceremony for his strategic partner Coherent's new factory in Sherman, Texas, where he gave an exclusive interview to the Associated Press. This interview took place not only at a key site for AI computing infrastructure investment but also at a moment when the U.S. elections and industrial policy, along with global technological competition, are drawing significant attention. As a core driver of the global AI wave and leader of the highest market value tech company, Huang's remarks profoundly reveal how AI has evolved from a technical concept to a core force driving the revival of physical industries and touch upon fundamental issues of technological diffusion and social adaptation.

Summary

• AI is an industrial revolution resembling a five-layer cake; the U.S. leads in chip, infrastructure, and model layers, but still needs to make efforts in the energy and application layers.
• Society needs to establish new "social norms" for the AI era, similar to how traffic rules were established after the proliferation of cars, requiring the synchronous evolution of technology, regulations, and social consensus.
• The U.S. is at the "perfect moment" for a manufacturing renaissance, with AI-driven demand creating high-end manufacturing jobs, reshaping economic structure, and achieving a balance between "information workers" and "builders."
• Huang believes that ensuring national security, maintaining technological leadership, and economic prosperity can go hand in hand, with the key being precise policy implementation rather than comprehensive embargoes.
• In response to public anxiety about AI, he suggests "try it before judging"; AI is the most capable tool to bridge the digital divide in history as it is accessible, easy to use, and has a free tier.

AI-Driven Industrial Revolution: A Five-Layer Cake and Manufacturing Renaissance

According to Huang, the AI models currently seen by the public (like ChatGPT) are merely "the tip of the iceberg." He likens the complete AI industrial structure to a "five-layer cake": energy, chips, infrastructure, AI models, and applications. These five levels are interdependent and together constitute a new industrial revolution.

He notably pointed out that the competitiveness of the U.S. in these five layers is not balanced. In terms of chips, infrastructure (like data centers), and AI models, the U.S. is "absolutely world-class." However, in the foundational energy production and top-level industry applications, the U.S. is "falling behind." He believes that long-standing restrictions on energy production have resulted in today's shortcomings, and without sufficient energy, all upper-level AI infrastructure discussions are moot. Additionally, the U.S. has yet to establish a world-class advantage in translating AI technology into concrete industry applications like healthcare, manufacturing, and robotics.

The core driving force behind this industrial revolution is "the first reinvention of computers in 63 years." Huang explained that since the debut of the IBM System/360 in 1964, the fundamental paradigm of computers has remained unchanged. Now, AI computers no longer need to be pre-programmed or have all information recorded; instead, they can solve problems in real-time. This means that the entire computing infrastructure needs to be rebuilt. "In the next 10 years, we will build trillions of dollars worth of new computers to replace the old ones built over the past 60 years."

It is this unprecedented infrastructure demand that provides an excellent opportunity for America's "re-industrialization." Huang emphasized that this is not about returning to traditional, fiercely competitive old manufacturing but about seizing the window of industrial paradigm shift to establish entirely new, high-value-added advanced manufacturing capabilities. The Coherent factory in Sherman is a microcosm of this vision—this world's most advanced 6-inch indium phosphide laser factory will quadruple its production capacity in a year to produce optical interconnect chips critical for AI data centers. "We need to bring builders and manufacturers back to America, not just information workers."

Society Needs New Norms: From "Cars and Children" to Universal Embrace of AI

When asked whether public concerns about AI stem more from the technology itself or lagging social adaptation, Huang provided a vivid historical analogy: cars.

"When cars first emerged, we also needed to create new social norms." He recalled that early on, people blamed "cars for killing children" because kids were used to playing in the streets. As cars became ubiquitous, society gradually established a new system: sidewalks, crosswalks, seat belts, traffic laws, and educated children not to play in the streets. "All these social norms, regulations, safer cars, and technologies... they happened simultaneously."

He believes AI will go through a similar process. The technology itself needs to become safer and more reliable ("smarter, safer, with better guardrails, more fact-based"), while society must gradually form new norms for how to use, regulate, and coexist with it. This is a process of collaborative evolution among technology, regulation, and social consensus.

In response to the current widespread anxiety about AI, Huang offered a direct suggestion: "Try it before judging." He believes AI is the most capable tool in history to bridge the technological gap because it is easily accessible (just need to be online), has a free usage tier, and is extremely user-friendly. "Don't know how to use AI? Just go ask it directly: 'I don't know how to use AI, how should I use it?'" He cited examples where whether a carpenter wants to become a designer or a small shop owner wants to create a website, AI can enhance individual capabilities.

He encourages everyone to try it themselves, rather than being obstructed by fear. This attitude of "embracing change" permeates his overall view on technological revolution.

The Art of Balance: National Security, Technological Competition, and Politics

The interview inevitably touched on geopolitics and industrial policy. Regarding U.S. government export controls on advanced AI chips, Huang first affirmed that national security is "the primary issue," and export controls can be an effective tool if applied "precisely and specifically." However, he also cautiously added that care must be taken to avoid "overuse" to prevent unintended consequences that could harm the competitiveness and global standing of the U.S. tech industry.

On the Chinese market, Huang displayed pragmatism and confidence. He noted that before the export controls, NVIDIA had about 95% market share in China and was "competing very well." He believes that national security, technological leadership, and economic prosperity can co-exist. "It's a false choice... our country has long been doing all three." He warned that if the U.S. actively relinquishes this huge market in China, local competitors will grow into giants, and their capabilities will eventually extend beyond China, which the U.S. will still have to face in the future.

When the topic turned to his relationship with former President Trump, Huang appeared candid yet cautious. He described a meeting with Trump in Florida, calling him "very charismatic," with the entire conversation revolving around "creating more jobs, re-industrializing America, ensuring national security, and making America wealthy." Huang expressed that Trump understood deeply the logic that "when companies succeed, markets succeed, and industries succeed, you can leverage that momentum to fund re-industrialization and create more jobs in America."

Regarding potential relationship issues with Democrats arising from this, Huang's response showcased his political wisdom as an entrepreneur: "President Trump is our president, my president. I believe every American should want our president to succeed... because when President Trump succeeds, our country succeeds. Regardless of who the next president is, from which party, I want that president to succeed." He positions his role as a facilitator in achieving the national agenda.

The Next Ten Years: From "Silicon Prairie" to a Vision of a Harmonious Society

Looking ahead to the next decade, Huang painted a picture of a socio-economic landscape driven by AI. Firstly, the agenda supporting energy growth will enable the U.S. economy to grow again. Secondly, AI will allow the U.S. to invest in sustainable energy, upgrade the power grid, and reshape the labor structure.

He particularly emphasized the balance of social structure: "You can't have only information workers... you must also have builders. It shouldn't just be that only those with a PhD in computer science can find good jobs." He believes that AI-driven re-industrialization will create high-skill, high-paying manufacturing jobs, enabling those who enjoy building to have a prosperous life, achieving a more balanced and "socially harmonious" society.

On a technological level, he highlighted the importance of interconnection. Future AI systems represent "the ultimate distributed computing problem," requiring millions of processors to be connected to work collaboratively. When the distance between chips reaches hundreds or even thousands of feet, electrical interconnection becomes impractical, necessitating reliance on silicon photonics or optical interconnections. This is precisely the core component being produced at Coherent's Sherman factory—converting electrical signals into optical signals for transmission. He labeled this technology as "crucial for scaling AI computing."

Finally, when asked what is the biggest misunderstanding people have about him, this global tech icon provided a surprisingly down-to-earth answer: "I'm actually very boring." He stated that his life revolves around caring for his family and worrying about work, with his greatest joy being watching movies with his family, such as his favorite "Kingdom of Heaven." This response may reveal the secret to his ability to focus his immense energy on a singular vision: maintaining an almost monotonous focus amidst the tumultuous waves of revolution.

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