NVIDIA's Jensen Huang to Investors: "Our GPUs Aren't Just Expensive, They're Money Makers"
NVIDIA's GPUs are premium. They come with a price tag to match. CEO Jensen Huang defends that price point. In a recent interview following NVIDIA's GTC conference, Huang addressed investor concerns candidly, particularly following a major market dip earlier this year.
The "DeepSeek Selloff" and Price Point Questions
Back in January, NVIDIA saw billions wiped from its market value during the "DeepSeek selloff." The worry was that a Chinese AI company, DeepSeek, demonstrated it could develop powerful AI models at a much lower cost than previously thought. This raised doubts about the high price of NVIDIA's AI GPUs and whether demand might falter.
Huang's response was a simple and confident explanation. "Look," he acknowledged, "these computers and processors, they don't come cheap. No doubt about it. They're also very complex to produce, some of the largest and most complex pieces of technology out there."
Saving Time, Making Money: The NVIDIA Value Proposition
Huang deflected focus to the value NVIDIA GPUs deliver. He argues the initial cost, while high, is repaid in a colossal manner. "They save you a mountain of money," he stated. "The amount of time they save you, the reduction in processing time – it's amazing."
Beyond time-saving, Huang prioritized revenue-generating capability. He pointed out these GPUs are devices that enable "monetizable tokens." They drive systems that explicitly make money. His takeaway was clear: "The amount of money they help you *make* is incredible."
AI: The Foundation of Everything
Huang's vision is grand. He does not see AI as specialized technology. He sees it as "the foundation, the operating system of every single industry going forward." He believes "everything we do in life is underpinned by intelligence."
NVIDIA is not just selling chips. They are building "the infrastructure for making digital intelligence." Huang highlighted their silicon photonics technology. This technology can connect millions of GPUs to create massive AI factories.
Tariffs? No Problem (Yet) & US Manufacturing Push
What about global trade tensions and tariffs, including those impacting China, a key market? Huang downplayed near-term concerns. He cited NVIDIA's commitment to US-based manufacturing. They are working with partners like TSMC and Foxconn to bring manufacturing onshore. He believes that in the near term, tariffs will have no "meaningful impact."
Huang stressed the global nature of AI. He highlighted its use in diverse fields like healthcare, education, and agriculture. This broad application mitigates risks associated with specific regional trade policies.
Robotics: The Next Frontier
Looking ahead, Huang saw robotics as a tremendous opportunity for NVIDIA's AI infrastructure. He described a future in which AI models are trained in data centers and downloaded into robots. "General robotics and other kinds of robots" will be a massive growth category.
Investment, Not Expense
Jensen Huang's message is straightforward. NVIDIA GPUs are an investment, not an expense. He is all in on AI's transformational power and NVIDIA as the foundation of this technological revolution. He is willing to weather market volatility and geopolitical uncertainty.
Source: CNBC Interview & NVIDIA GTC 2025 Keynote
