Huang Sees AI Driving Chip Boom

Watch on YouTube ↗  |  July 25, 2026 at 15:23  |  9:25  |  Bloomberg Markets
Speakers
Jensen Huang — CEO, NVIDIA

Summary

Nvidia CEO Jensen Huang sees AI driving a 10x expansion of the semiconductor industry over the next decade, fueled by AI agents and robots. He highlights Nvidia's $500B partnership with SK Group, including large memory purchases from SK Hynix and AI supercomputer sales to SK Telecom. Huang expects China to remain a leading AI innovator and argues open AI models are critical for security and innovation.

  • AI agents and robots will require chip supply chain to grow 10x over the next decade.
  • Nvidia has large purchase agreements with SK Hynix for HBM and LPDDR memories, part of a $500B business relationship.
  • SK Telecom plans to build a 2 GW AI cloud using Nvidia's supercomputers.
  • China will continue to advance AI innovation, fueled by a massive pool of AI researchers.
  • Huang argues open AI models are essential for safety, security, and innovation, and will coexist with closed models.
Ideas
Jensen Huang CEO, NVIDIA 0:19
Semiconductors to grow 10x from AI.
The semiconductor industry is set to become 10 times larger over the next decade because AI agents and robots will require massive new computing infrastructure, not just human users, dramatically expanding demand for chips and the entire supply chain.
SMH HIGH
Jensen Huang CEO, NVIDIA 2:35
Nvidia's AI memory buys boost SK Hynix.
Nvidia has large purchase agreements and intentions for HBM and other memories from SK Hynix, driven by the need to supply massive quantities of system memory for AI supercomputers like Vera Rubin, supporting strong long-term demand for SK Hynix.
000660.KS HIGH
Jensen Huang CEO, NVIDIA 4:30
China to remain leading AI innovator.
China will continue to be a leading AI innovator because it produces more AI researchers than the rest of the world combined, and despite different constraints it will advance alongside the US, making Chinese AI technology a strong long-term opportunity.
FXI MED
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This Bloomberg Markets video, published July 25, 2026, features Jensen Huang discussing SMH, 000660.KS, FXI. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jensen Huang  · Tickers: SMH, 000660.KS, FXI