June 19, 2025

What Jensen Huang, NVIDIA’s visionary CEO, sees coming and how entrepreneurs can build for it now

What Jensen Huang, NVIDIA’s visionary CEO, sees coming and how entrepreneurs can build for it now

In 2012, a quiet revolution began with a neural network named AlexNet. It changed the course of computing forever. Behind the scenes? NVIDIA's GPUs, powering a new paradigm in how computers learn.

Fast forward to today, and Jensen Huang, co-founder and CEO of NVIDIA, is widely considered one of the most visionary minds in tech. In a sweeping interview with Huge If True, Huang shared a powerful, first-principles view of what’s coming next. If you're a founder or early-stage entrepreneur, this isn't just a peek into the future, it's a roadmap.

From Gaming to General Intelligence: Betting on Parallelism

NVIDIA began with a simple but profound insight: 90% of software code runs sequentially, but 10% can run in parallel, and that 10% consumes 99% of the compute. GPUs, optimized for parallel processing, started with games but found their true power in accelerating all computation.

Huang calls GPUs "time machines" because they allow scientists and creators to do in hours what used to take years. "A quantum chemist once told me: 'Because of NVIDIA, I can do my life's work in my lifetime.' That’s time travel," Huang said.

The CUDA Gamble That Changed Everything

CUDA, NVIDIA’s software layer that let GPUs be programmed in C, was a bet born out of desperation, inspiration, and sheer belief. It allowed developers to use GPU power beyond graphics—for science, simulation, and ultimately, AI.

"If you build it, they might not come. But if you don't build it, they can't come."

How AlexNet Sparked the AI Renaissance

In 2012, AlexNet used CUDA and NVIDIA GPUs to demolish the field in an image recognition challenge. Huang immediately grasped the implications: if deep learning scaled, it could remake the entire computing stack.

That epiphany led to DGX, NVIDIA's purpose-built AI supercomputer, and a re-architecture of computing itself. The insight? Deep learning isn’t just a feature. It’s a new substrate for software.

The Era of Application Science: AI Everywhere

The next decade, Huang says, is not about inventing AI, it’s about applying it. To biology, climate, robotics, logistics, education, and more. From drug discovery to smart factories, AI is becoming the tool that makes all other tools smarter.

Omniverse + Cosmos = R2-D2 for Everyone

NVIDIA's Omniverse is a simulation engine. Cosmos is a world model grounded in physics. Together, they create virtual environments where robots learn faster, cheaper, and more safely than in real life.

"Everything that moves will be robotic," Huang predicts. And that shift is coming soon. In his vision, every person will have their own R2-D2, an AI companion that grows with them, across devices, contexts, and environments.

The Design Ethos: Flexible, Future-Proof, Research-First

Asked whether NVIDIA optimizes chips for today’s trends (like Transformers), Huang responded with elegant clarity: "We believe in the richness of invention. We don’t want a microwave. We want a general-purpose computer that inspires new ideas."

This means betting on software abstractions that can evolve and hardware that welcomes the unexpected. It's why NVIDIA has succeeded where others tried to over-optimize.

Energy, Ethics, and AI Safety

The number one limit? Energy. All computing eventually collides with thermodynamics.

The number one risk? Misuse and malfunction. Huang is pragmatic: treat AI safety like aviation. Use redundancy. Ground agents in known physics. Build systems that fail gracefully.

Your Homework: Learn to Use AI

If there’s one thing Huang wants you to do, it’s this: get yourself an AI tutor.

"This is the question every generation must ask: how do I use AI to do my job better?" Whether you’re a biologist, lawyer, or high school student, that question is your launchpad.