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Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he’s wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society.
That vision might hinge on a factory groundbreaking an hour north of Dallas.
Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent. The factory will produce the material for a laser to transmit data among computer chips, allowing those chips to work as a single system with more power, speed and efficiency, according to executives who discussed the technology before the public announcement.
“AI factories are the infrastructure of the new industrial revolution,” Huang said in a statement.
The factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that supplants workers as it becomes possible to write software, analyze a spreadsheet, run an assembly line or even drive an automobile without much human effort.
Huang has led Nvidia as it became the world’s most valuable company, worth roughly $5 trillion, to a point where it’s looking beyond chips to developing entire AI systems. The companies expected to rely on those systems to further develop AI models could soon join the elite circle of those with a valuation of more than $1 trillion. Just how that wealth spreads and the consequences of the technology have rapidly evolved into fundamental debates about how America itself is structured.
AI is powering academic breakthroughs and it creates the promise of rapid economic growth. But even if stocks are buoyed by those possibilities, there are voters who see reasons for concern over its use of electricity, the potential for job losses and the newfound national security risks.
