Jensen Huang stated at the G20 that computing power has become a national-level infrastructure, with an investment of about 50 to 60 billion dollars for 1 GW

On Wednesday, local time in the United States, NVIDIA CEO Jensen Huang appeared at the G20 Innovation Ministerial Meeting and engaged in a fireside chat with U.S. Secretary of Commerce Gina Raimondo. Huang stated that AI is evolving into a national economic infrastructure similar to electricity and the internet, and the biggest risk countries face is not sufficiently investing in and adopting AI, ultimately being left behind by the industrial revolution.

Huang mentioned that currently, building 1 gigawatt of AI infrastructure requires an investment of about $50 billion to $60 billion, and he expects that from now until the end of this decade, the scale of related construction will reach approximately 100 gigawatts. He also referenced the "five-layer cake" model of energy, chips, infrastructure, models, and applications, indicating that every country needs to build AI infrastructure and decide which aspects they wish to participate in.

Huang anticipates that in the coming years, AI will essentially achieve AGI, and the next phase will transition from large language models to intelligent agents and embodied intelligence. He believes that AI is more likely to replace tasks rather than completely replace jobs, with operational tasks such as writing and information processing potentially becoming gradually automated.