From the Desk of Anthony Pompliano Is The AI Bubble Going To Pop? Nvidia CEO Answers The Hard Questions
Dec 4, 2025
NVIDIA's CEO Jensen Huang, a trailblazer in GPU hardware and AI infrastructure, shares riveting insights about the current AI race, especially against China. He discusses how AI could revolutionize industries and reshape global competition. Huang argues that supportive energy policies are crucial for this AI boom and suggests that small nuclear reactors might be key to powering the massive demand for AI technologies. His visionary outlook on energy and AI's future creates an engaging dialogue about new possibilities.
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AI As A National Priority
- Jensen Huang frames AI as a national priority that requires governmental support and industrial policy.
- He credits pro-growth energy policy with enabling AI manufacturing and jobs domestically.
Local Small Nuclear For AI Power
- Jensen Huang says energy is the bottleneck for scaling AI and data centers.
- He predicts many small, local nuclear reactors will power company-specific AI facilities in the next 6–7 years.
Judge Leaders By Results
- Track company performance, not just PR or media appearances, when judging leadership success.
- Anthony Pompliano notes NVIDIA's strong returns as evidence Jensen Huang's strategy is working for shareholders.