Jensen Huang says AI will reshape work like the Industrial Revolution and the US 'should absolutely lead' - Fox News

NVIDIA CEO Jensen Huang stated on Fox News that artificial intelligence will reshape the workforce much like the Industrial Revolution, creating new jobs and transforming how Americans work. He emphas... Read original →

Huang’s Industrial Revolution analogy is a strategic narrative to secure U.S. policy and capital moats for AI infrastructure. Technically, natural-language-driven AI workloads are accelerating demand for sub-3nm nodes and EUV tools, pressuring upstream suppliers like Coherent on yield and delivery, while NVIDIA’s inference chips are monopolizing TSMC’s (Taiwan, China) CoWoS capacity. Regulatory shifts toward onshoring AI infrastructure will inflate Amazon’s Capex and fragment global supply chains. In response, AMD and Intel will aggressively expand MI300 and Gaudi ecosystems to capture non-CUDA AI training markets. Over the next 18 months, AI won’t replace jobs—but engineers who don’t adopt it will be obsolete. U.S. leadership hinges not just on export controls, but on sustaining talent inflows and fab construction velocity amid geopolitical decoupling.