Nvidia's Huang says AI now a driver of profits, GDP growth

Taipei, June 1 (CNA) AI has become a driver of profits and GDP growth, Nvidia Corp. founder and CEO Jensen Huang (黃仁勳) said Monday, as the company unveiled a new AI-PC chip developed with MediaTek Inc. and Taiwan Semiconductor Manufacturing Co. (TSMC).

Delivering the opening speech at Nvidia GTC Taipei, Huang said artificial intelligence (AI) is no longer just an experimental technology lacking a revenue stream.

"AI is now a profit generator. AI is now a GDP generator," Huang said, arguing that growing demand for AI services is fueling investment in computing infrastructure worldwide.

As AI becomes more useful, tokens, the units generated by AI models, have become "profitable units of revenues," encouraging companies to generate more tokens, build more AI factories and expand computing capacity, he said.

Though Nvidia has been extremely profitable as a producer of the hardware shaping the foundations of the AI boom, there remain questions as to whether companies investing huge amounts in the infrastructure will eventually make money.

The Guardian reported in November 2025, for example, that OpenAI intends to spend US$1.4 trillion over the next eight years, but only has annual revenues of US$13 billion.

Huang also said AI technology would increase demand for people rather than cause job losses, despite recent layoffs by major companies such as Meta and Amazon as they prepare to compete on AI and seek leaner organizations.

Huang pointed to a sharp increase in software development activity on GitHub to illustrate the technology's impact, saying AI-assisted coding has significantly increased productivity while driving demand for more software engineers rather than replacing them.

The rapid gains in output are creating incentives for companies to hire more engineers and invest further in computing infrastructure, he said, rejecting suggestions that AI will lead to widespread job losses.

A major theme of the nearly two-hour speech was the idea that AI agents could eventually become a form of digital labor.

"There'll be a lot more agents than there are people," Huang said, predicting that billions of AI agents will one day operate across businesses, industries and households.

Huang said he expects future AI systems to do far more than answer questions. Equipped with memory, reasoning capabilities and the ability to use software tools, they will increasingly perform tasks on behalf of users, functioning more like digital workers than chatbots.

Looking further ahead, Huang said he could envision "an AI supercomputer in your house" running multiple agents and assistants around the clock. Such systems could help users conduct research, complete work assignments and manage everyday activities, he said.

Part of that vision was reflected in the unveiling of Nvidia's N1X processor, developed with MediaTek and manufactured using TSMC's 3-nanometer process technology.

The chip will power Nvidia's new RTX Spark series of laptops, which Huang described as the first major reinvention of the personal computer in four decades.

Future PCs will combine device-based AI agents and large language models capable of understanding users and carrying out increasingly complex tasks autonomously, he said.

The first RTX Spark laptops are expected to launch this fall through partner companies including Acer Inc., AsusTek Computer Inc., Gigabyte Technology Co., MSI, Dell Technologies Inc., HP Inc., Lenovo Group Ltd. and Microsoft Corp.

Also on Monday, Huang announced that Nvidia's next-generation Vera Rubin platform has entered full production, describing it as a system designed specifically for agentic AI workloads.

The platform integrates GPUs, CPUs, networking, storage and security technologies into what Nvidia describes as a pod-scale AI supercomputer and was developed with the support of 150 Taiwanese supply chain partners.

Highlighting Taiwan's role in the AI boom, Huang described the country as home to "the richest ecosystem" and "the world's best supply chain ecosystem."

"Taiwan was with us at the beginning and here today as we bring Vera Rubin to the world," he said. "Thank you Taiwan."