Jensen Huang stated at the G20: NVIDIA will invest nearly one trillion dollars in the U.S. this year, and AI is like infrastructure such as water and electricity, which every country needs to build

Author: Yang Chen

NVIDIA CEO Jensen Huang urged G20 nations on Wednesday to accelerate the layout of artificial intelligence infrastructure, warning that excessive regulation of AI would leave countries lagging behind. Meanwhile, the Trump administration is using this summit to promote a lightly regulated AI governance framework to various countries.

At the G20 Tech Summit, Huang stated that NVIDIA would "invest nearly $1 trillion in U.S. infrastructure within this year alone," citing the regulatory environment and energy policies in the U.S.

He compared AI to public infrastructure such as water and electricity, calling it "the greatest equalizer," and emphasized that "every country needs to build infrastructure to support its economy."

This statement is significant for the market. NVIDIA had predicted a 70% revenue increase for the next fiscal year last week, and after the announcement, its stock recorded the largest single-day increase since April 2025. Huang's positive remarks at the summit further reinforced market expectations for continued expansion of global AI capital expenditure.

As of the time of writing, NVIDIA's stock rose over 4% during Wednesday's trading.

Lightly Regulated Framework Emerges, the "Worst Outcome" for a Country is "Being Left Behind"

This summit is hosted by the United States, and officials from the Trump administration are actively promoting a set of AI governance guidelines known as the "Carolina Principles" among G20 members.

It is reported that the document clearly warns countries against establishing separate regulatory bodies for AI, advocating instead for enhanced collaboration between governments and private enterprises to jointly test emerging technologies.

Huang further clarified his regulatory stance in a dialogue with U.S. Secretary of Commerce Howard Lutnick. He stated that the government should regulate based on "actual and specific harms," rather than "theoretical and hypothetical harms," and emphasized that product safety responsibilities should be borne by companies themselves, not delegated to government officials.

"Technology is still in its formative stage," Huang said, "Every company must consciously take on the responsibility of safely developing technology."

He also warned that the "worst outcome" a country could face is "being left behind," and called on the public and policymakers not to let fears of AI dominate public opinion, but to focus on AI's potential to drive economic prosperity.

Tech Giants Call for Accelerated Data Center Construction

Several tech executives collectively voiced their support for unhindered AI development at this two-day summit. SpaceX CEO Elon Musk attended the event on Tuesday, criticizing the EU's "extremely high" regulatory standards for stifling growth and calling for a hands-off approach to emerging business models.

Even Tom Brown, co-founder of Anthropic known for advocating AI safety measures, emphasized the importance of accelerating data center construction globally in his dialogue with Howard Lutnick.

Brown told G20 representatives that countries could reap the AI dividends as long as they clear obstacles to technological infrastructure construction. He expressed that he "really liked" Trump's earlier post on social media endorsing data center projects, calling it a source of prosperity.

"This is clearly the bottleneck for all our progress," Brown said, "We are facing severe shortages of power and labor, making it difficult to meet AI demands."