Commerce Sec. Lutnick and Nvidia CEO Jensen Huang in a fireside chat at G20 meeting — 9/2/2026

Summary

Jensen Huang and Commerce Secretary Howard Lutnick discuss AI as economic infrastructure at the G20 Innovation Ministerial. Huang argues countries must invest in energy, chips, data centers and local AI capacity, and frames Nvidia's general-purpose GPUs as the safest AI compute architecture. The conversation also covers robotics, AGI, job disruption and the need for balanced AI regulation.

• Huang describes AI as a five-layer stack: energy, chips, infrastructure, models, and applications.
• He estimates AI infrastructure buildout is in the tens of trillions, with about $1 trillion in U.S. investment this year.
• Huang points to 100 GW of data center capacity being built by the end of the decade at $50-60B per GW.
• Huang says Nvidia GPUs are general-purpose, fungible, durable and run every AI model; this is accelerating Nvidia growth.
• He says AI is moving into physical robotics, self-driving cars, surgical robots and advanced manufacturing.
• Huang argues AGI is near but jobs will be supercharged rather than eliminated.
• He urges countries to adopt AI or risk being left behind and to balance safety regulation with prosperity.