Nvidia CEO Jensen Huang to everyone: Here's what changed about AI in 2025 and what it means in 2026

Nvidia CEO Jensen Huang said the direction of artificial intelligence (AI) in the coming years will depend on how quickly the technology is built, who is given access to it and how it is governed. In a recent blog post, Huang outlined how developments in 2025 changed the trajectory of AI and what they could mean for 2026. The post provides a glimpse into Huang's perspectives during a period when the expansion of AI systems heavily relies on Nvidia's chips. Huang rarely publishes long essays about the broader impact of the technology, making the post an uncommon look at his perspective on the industry’s next phase. Huang wrote that the rapid growth in demand for AI chips, infrastructure, and talent suggests the industry is still in the early stages of what he described as a long-term buildout.

What Nvidia CEO Jensen Huang said about AI’s progress in 2025 and what it means in 2026

In his seventh blog post since 2016, Huang wrote, “AI is one of the most powerful forces shaping the world today. It is not a clever app or a single model; it is essential infrastructure. Every company will use it. Every country will build it."

He added that 2025 marked a turning point for the technology as AI systems improved in reliability and began delivering measurable economic value across industries.

"In the past year, AI crossed an important threshold. Models became good enough to be useful at scale. Reasoning improved. Hallucinations dropped. Grounding improved dramatically. For the first time, applications built on AI began generating real economic value," he wrote.

According to Huang, apps in areas such as drug discovery, logistics, customer service, software development and manufacturing are already demonstrating product-market fit, increasing demand across the entire technology stack.

"This is why the buildout is so large. This is why it touches so many industries at once. And this is why it will not be confined to a single country or a single sector. Every company will use AI. Every nation will build it," he added.

Huang also noted that much of the infrastructure, workforce training, and market opportunities tied to AI are still developing.

"We are still early. Much of the infrastructure does not yet exist. Much of the workforce has not yet been trained. Much of the opportunity has not yet been realised. But the direction is clear.

AI is becoming the foundational infrastructure of the modern world. And the choices we make now, how fast we build, how broadly we participate, and how responsibly we deploy it, will shape what this era becomes,” he explained.