Nvidia CEO Jensen Huang asserted that the development of artificial intelligence is still in its early stages, despite growing concerns about a possible tech bubble. During a trip to Japan, the head of the American semiconductor giant estimated that major innovation cycles typically last between ten and fifteen years, emphasizing that the AI cycle is still in its initial phase.
“Most technology cycles last between 10 and 15 years before reaching a plateau. We are at the beginning of this one,” Jensen Huang said in Tokyo. He believes electronic components will become the world’s largest industrial sector and occupy a central place in society, comparing their future importance to that of electricity.
Nvidia is expanding its partnerships in Japan
During its visit, Nvidia announced several strategic agreements with Japanese companies. Kawasaki Heavy Industries will collaborate with Nvidia to develop robots incorporating artificial intelligence to automate tasks in shipyards, such as welding, painting, inspection, and material handling. The goal is to improve productivity in a sector facing an aging population and labor shortages.
Nvidia will also supply 27.500 Rubin chips to the Japanese consortium Noetra, which includes SoftBank and Sony, as part of a government-backed project to develop a national artificial intelligence model for robotics. The company also announced a partnership with Fujitsu in this area.
A tribute to Sega
Jensen Huang also took advantage of his visit to Tokyo to pay tribute to Sega, whose $5 million investment in the mid-1990s enabled Nvidia to continue its development when the company was on the verge of bankruptcy. "Without what Sega did for Nvidia, Nvidia wouldn't exist today," he said, recalling the role played by the Japanese group's former president, Shoichiro Irimajiri.
Now one of the world's most valuable companies thanks to the artificial intelligence boom, Nvidia continues to strengthen its presence in Asia, where it is multiplying collaborations in the robotics, digital infrastructure and next-generation technology sectors.
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