{"id":427322,"date":"2025-12-05T21:22:22","date_gmt":"2025-12-05T21:22:22","guid":{"rendered":"https:\/\/www.europesays.com\/us\/427322\/"},"modified":"2025-12-05T21:22:22","modified_gmt":"2025-12-05T21:22:22","slug":"nvidia-ceo-pours-cold-water-on-the-ai-power-debate","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/427322\/","title":{"rendered":"Nvidia CEO pours cold water on the AI power debate"},"content":{"rendered":"\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/www.thestreet.com\/quote\/NVDA\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Nvidia;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Nvidia<\/a> (<a href=\"https:\/\/www.thestreet.com\/quote\/NVDA\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">NVDA<\/a>) CEO <a href=\"https:\/\/www.thestreet.com\/personalities\/nvidia-founder-huang-net-worth\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Jensen Huang;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Jensen Huang<\/a><\/strong> just swung a sledgehammer at the idea that <a href=\"https:\/\/www.thestreet.com\/tag\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI<\/a> will permanently cripple the power grid.<\/p>\n<p class=\"yf-1090901\">On the <a href=\"https:\/\/www.youtube.com\/watch?v=3hptKYix4X8&amp;t=5343s\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:latest episode of the Joe Rogan Experience;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">latest episode of the Joe Rogan Experience<\/a>, Huang argued the exact opposite, that Nvidia\u2019s unfathomable computing gains have pushed performance per watt so far ahead that AI\u2019s long-term energy footprint might become <strong>\u201cutterly minuscule.\u201d<\/strong><\/p>\n<p class=\"yf-1090901\">A decade of<strong> 100,000 times efficiency improvements<\/strong>, he argues, rewrites the entire debate.<\/p>\n<p class=\"yf-1090901\">Consequently, the focus will then be on scale.<\/p>\n<p class=\"yf-1090901\">If AI becomes dramatically cheaper to run, it will spread everywhere, and then the real challenge is building the industrial base to back it all up.<\/p>\n<p class=\"yf-1090901\">The U.S., in particular, benefited from years of relatively cheap energy, supercharged by earlier pro-drilling policies, but Huang framed that as context, not politics.<\/p>\n<p class=\"yf-1090901\">He believes that energy growth powers industrial growth, which in turn facilitates job growth.<\/p>\n<p class=\"yf-1090901\">For investors, that translates into a <strong>broad-based U.S. capex cycle<\/strong> spread across power, electrical equipment, construction, and Nvidia systems that enable AI economics.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"&lt;em&gt;Jensen Huang shifts the AI power debate on the latest episode of the Joe Rogan Experience&lt;\/em&gt;Photo by ANDREW CABALLERO-REYNOLDS on Getty Images\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Jensen Huang shifts the AI power debate on the latest episode of the Joe Rogan ExperiencePhoto by ANDREW CABALLERO-REYNOLDS on Getty Images         <\/p>\n<p class=\"yf-1090901\">On <a href=\"https:\/\/www.thestreet.com\/personalities\/joe-rogans-net-worth-salary-investments\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Joe Rogan;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Joe Rogan<\/a>&#8216;s podcast, Huang effectively rewrote the AI energy debate.<\/p>\n<p class=\"yf-1090901\"><strong>More Nvidia:<\/strong><\/p>\n<p class=\"yf-1090901\">Though Nvidia\u2019s CEO acknowledged AI\u2019s energy constraints, he said those would fade away, courtesy of, you guessed it, Nvidia.<\/p>\n<p class=\"yf-1090901\">He argues that Nvidia\u2019s accelerated computing ultimately delivered a whopping <strong>100,000x performance gain<\/strong> for computing in the past decade.<\/p>\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/finance.yahoo.com\/news\/morgan-stanley-drops-eye-popping-223300100.html\" data-ylk=\"slk:Related: Morgan Stanley reveals eye-popping price target on Nvidia stock;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Related: Morgan Stanley reveals eye-popping price target on Nvidia stock<\/a><\/strong><\/p>\n<p class=\"yf-1090901\">In his framing, classic Moore\u2019s Law continues to make computing cheaper every year, and AI-powered computing is essentially <strong>Moore\u2019s Law \u201con energy drinks\u201d<\/strong>.<\/p>\n<p class=\"yf-1090901\">On Rogan, Huang said that,<\/p>\n<p class=\"yf-1090901\">From an investor&#8217;s lens, that means that,<\/p>\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">If AI remains energy-constrained, the platform delivering the most superior <strong>performance per watt wins;<\/strong> Huang tells us that\u2019s Nvidia\u2019s stack.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">That naturally feeds <strong>structural demand<\/strong> for <a href=\"https:\/\/www.thestreet.com\/quote\/DGX\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:DGX;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">DGX<\/a> systems and Nvidia\u2019s robust GPUs.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Additionally, it makes the case for <strong>durable pricing power<\/strong>, as hyperscalers and governments may be willing to pay more for Nvidia to keep power bills and capex in check.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\">Contrary to what everyone believes, AI\u2019s real problem isn\u2019t imagination, but it\u2019s electricity.<\/p>\n<p class=\"yf-1090901\">Huang calls AI <strong>\u201c<\/strong><strong>energy-constrained,\u201d<\/strong> and many in the tech fraternity agree with that notion. Microsoft CEO <a href=\"https:\/\/finance.yahoo.com\/news\/depth-look-microsoft-ceo-satya-220112289.html\" data-ylk=\"slk:Satya Nadella;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Satya Nadella<\/a> recently warned that the next limit on AI isn\u2019t GPUs but <strong>grid capacity<\/strong>.<\/p>\n<p> Story Continues  <\/p>\n<p class=\"yf-1090901\">Similarly, OpenAI CEO <a href=\"https:\/\/www.thestreet.com\/tag\/sam-altman\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Sam Altman;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Sam Altman<\/a> says AI and energy have effectively \u201c<strong>merged into one<\/strong>,\u201d with Tesla CEO Musk literally pairing his xAI supercomputer plans (Colossus) with power-plant-scale infrastructure.<\/p>\n<p>  <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"&lt;em&gt;Power-per-unit chart showing streaming at 0.12 kWh and AI tasks near 0.0003 kWh&lt;\/em&gt;T\" loading=\"lazy\" height=\"575\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Power-per-unit chart showing streaming at 0.12 kWh and AI tasks near 0.0003 kWhT    <\/p>\n<p class=\"yf-1090901\">The carbon math backs those claims up:<\/p>\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Tech sector emissions:<\/strong><strong>900 million tons of CO\u2082<\/strong> last year, on track for <strong>1.2 billion tons by 2025<\/strong>, per TRG Datacenters.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Data-centre load:<\/strong> Global DC power usage could <strong>double by 2026<\/strong>, driven primarily by AI.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Everyday digital reality:<\/strong><br \/>1 hour of streaming: 42g CO\u2082 1 hour of Zoom: 17g CO\u2082 Short AI video: similar to a Zoom hour AI image: 1g CO\u2082, 10-times a ChatGPT text query<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\">Similarly, in the U.S., <strong>the EPRI projects<\/strong> data centres may need an <a href=\"https:\/\/www.spglobal.com\/commodity-insights\/en\/news-research\/latest-news\/electric-power\/081325-artificial-intelligence-power-demand-in-us-could-top-50-gw-by-2030-epri\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:additional 50 GW of generation by 2030;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">additional 50 GW of generation by 2030<\/a>.<\/p>\n<p class=\"yf-1090901\">For perspective, that would be the order of dozens of fresh plants.<\/p>\n<p class=\"yf-1090901\">Tech behemoths like <strong>Amazon, Google, and Meta<\/strong> have collectively signed up to<a href=\"https:\/\/www.barrons.com\/articles\/amazon-stock-meta-nuclear-energy-1e22a926?\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:triple global nuclear capacity by 2050;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> triple global nuclear capacity by 2050<\/a>, and that\u2019s just the start of how the energy landscape evolves over the next few years.<\/p>\n<p class=\"yf-1090901\">Nvidia\u2019s unbeatable moat isn\u2019t just in the chips it\u2019s dishing out, but the way Huang runs the place.<\/p>\n<p class=\"yf-1090901\">On Rogan, he shocked everyone by describing a work culture built around near-failure and the willingness to invest billions in ideas that aren\u2019t necessarily viable at the time, but could rewrite the industry.<\/p>\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/finance.yahoo.com\/news\/bank-america-unveils-surprise-2026-162927831.html\" data-ylk=\"slk:Related: Bank of America unveils surprise 2026 stock-market forecast;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Related: Bank of America unveils surprise 2026 stock-market forecast<\/a><\/strong><\/p>\n<p class=\"yf-1090901\">\u201cWe were 30 days from going out of business more times than I can count,\u201d Huang says, and he means it.<\/p>\n<p class=\"yf-1090901\">The CUDA platform is the cleanest example.<\/p>\n<p class=\"yf-1090901\">The decision to develop a proprietary programming model doubled chip costs while crushing Nvidia\u2019s healthy margins at the time.<\/p>\n<p class=\"yf-1090901\">However, the company\u2019s belief in \u201cGPU + parallel programming\u201d eventually became the backbone of modern AI.<\/p>\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Software lock-in:<\/strong> Major AI frameworks, including <strong>PyTorch, TensorFlow, and JAX,<\/strong> are initially optimized and arguably the best for CUDA GPUs.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Market share:<\/strong> Nvidia dominates the AI accelerator market, boasting a <a href=\"https:\/\/www.thestreet.com\/dictionary\/m\/market-share\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:market share;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">market share<\/a> in the <strong>70\u201380% range <\/strong>in terms of sales.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\"><strong>Money proof:<\/strong> Nvidia\u2019s <strong>Data Center revenue is now tens of billions annually<\/strong> ($57 billion in Q3 alone), spearheaded by its robust AI GPU demand (H100, H200, Blackwell).<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\">The story behind the <strong>DGX supercomputer<\/strong> is virtually the same.<\/p>\n<p class=\"yf-1090901\">Nvidia spent years and billions building a supercomputer it could hardly sell until its 2016 deliveries to <strong>OpenAI and <a href=\"https:\/\/www.thestreet.com\/tag\/elon-musk\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Elon Musk;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Elon Musk<\/a><\/strong> unlocked the market.<\/p>\n<p class=\"yf-1090901\">According to Huang, it cost <strong>$300,000<\/strong> per box, and so that first unit was incredibly expensive to make, but financially tiny.<\/p>\n<p class=\"yf-1090901\">However, in both cases, the strategic importance is far bigger than the dollar value. The two lighthouse wins essentially paved the way for multi-billion\u2013dollar follow-on demand.<\/p>\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/finance.yahoo.com\/news\/major-wall-street-bank-drops-230700688.html\" data-ylk=\"slk:Related: Major Wall Street bank drops jaw-dropping Oracle stock price target;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Related: Major Wall Street bank drops jaw-dropping Oracle stock price target<\/a><\/strong><\/p>\n<p class=\"yf-1090901\">This story was originally published by <a href=\"https:\/\/www.thestreet.com\/technology\/nvidia-ceo-pours-cold-water-on-the-ai-power-debate\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TheStreet;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">TheStreet<\/a> on Dec 5, 2025, where it first appeared in the <a href=\"https:\/\/www.thestreet.com\/technology\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Technology;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Technology<\/a> section. Add TheStreet as a <a href=\"https:\/\/google.com\/preferences\/source?q=thestreet.com\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Preferred Source by clicking here.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia (NVDA) CEO Jensen Huang just swung a sledgehammer at the idea that AI will permanently cripple the&hellip;\n","protected":false},"author":3,"featured_media":427323,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,2010,198860,1671,198861,59144,158,67,132,68],"class_list":{"0":"post-427322","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-jensen-huang","11":"tag-joe-rogan-experience","12":"tag-nvidia","13":"tag-performance-per-watt","14":"tag-power-grid","15":"tag-technology","16":"tag-united-states","17":"tag-unitedstates","18":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115669063778740746","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/427322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=427322"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/427322\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/427323"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=427322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=427322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=427322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}