Nvidia CEO Jensen Huang Sounds Alarm As 50% Of AI Researchers Are Chinese, Urges America To Reskill Amid 'Infinite Game'

NVIDIA Corp. NVDA CEO Jensen Huang has urged American policymakers on Thursday to fully embrace artificial intelligence as a long-term strategic priority that demands national investment in workforce development.

What Happened: Huang, speaking at Hill & Valley Forum in Washington, DC, said, "To lead, the U.S. must embrace the technology, invest in reskilling, and equip every worker to build with it."

Huang stressed the importance of understanding competitive advantages in the AI race, noting that “50% of the world’s AI researchers are Chinese” — a factor he says must “play into how we think about the game.”

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Huang compared today’s AI revolution to previous industrial transformations, arguing that the United States succeeded historically because it “applied steel, applied energy faster than any country,” rather than worrying about labor displacement.

“This is an infinite game,” Huang said.

Why It Matters: Huang’s comments come amid escalating U.S.-China tensions over AI chip exports. Recently, Nvidia faced new export restrictions affecting its H20 processor sales to China, which the company estimates will reduce earnings by $5.5 billion.

During his recent GTC 2025 keynote, Huang unveiled Groot N1, a foundation model for humanoid robots, addressing what he describes as a looming global labor shortage. “By the end of this decade, the world is going to be at least 50 million workers short,” he said, suggesting robots could fill these gaps.

Despite supply constraints for Nvidia’s in-demand Blackwell chips, Huang remains optimistic, telling Fox Business Network that “demand is just incredible” as the company works to scale production. He predicts AI will eventually handle “20, 30, 40% of 100% of the jobs in the world,” emphasizing the importance of workforce adaptation.

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