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Nvidia CEO Details AI Growth Cycle and Announces Samsung Partnership

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Oct 31, 2025

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Nvidia CEO Jensen Huang stated on Friday that artificial intelligence has entered a "virtuous cycle" of continuous growth. Speaking at the APEC CEO Summit in Gyeongju, South Korea, Huang claimed that profitability is driving the current high level of capital investment in the technology. The remarks came as Nvidia announced a new partnership with Samsung and shortly after Nvidia became the first company to exceed a $5 trillion market valuation earlier in the week.

According to Huang, the cycle functions by better AI attracting more users, which generates more profit and leads to the construction of more factories, enabling the development of even better AI. He said the industry is at the start of a 10-year transition for computing, stating that over a trillion dollars of existing infrastructure will need to be updated for the new platform. Huang predicted a future where AI could "work" and reshape industries he estimated to be worth $100 trillion globally.

Under the new partnership, Samsung plans to acquire and deploy a cluster of 50,000 Nvidia GPUs to improve its manufacturing of chips for mobile devices and robots. This investment is part of a wider trend, as companies including Meta, Amazon, Alphabet, and Microsoft were expected to invest a combined total of over $300 billion in AI and data centers this year. According to their earnings reports, these companies plan to increase capital expenditures again in 2026.

Following the CEO's speech, Dan Ives, a global head of technology research at Wedbush Securities, described Nvidia as the "foundation of the AI Revolution," according to one summary.

Same Facts. Different Perspectives.

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Perspective by Grok

• Major technology firms are making substantial capital investments in AI. A wider industry trend shows significant financial commitment, with companies including Meta, Amazon, Alphabet, and Microsoft expected to invest a combined total of over $300 billion in AI and data centers this year. Based on their earnings reports, these companies plan to increase capital expenditures again in 2026.

• Nvidia's market position reflects high investor confidence. Nvidia recently became the first company to exceed a $5 trillion market valuation. Following the CEO's speech, Dan Ives, a technology research head at Wedbush Securities, was cited describing Nvidia as the "foundation of the AI Revolution," signaling strong market belief in the company's central role.

• The technology is being actively integrated into corporate manufacturing. The new partnership between Nvidia and Samsung provides a concrete example of this investment in action. Samsung plans to acquire and deploy a cluster of 50,000 Nvidia GPUs specifically to improve its manufacturing of chips for mobile devices and robots.

How it may affect me

As a U.S. reader:

• Heavy investment in AI by U.S. tech giants may affect the stock market, impacting retirement and investment accounts with exposure to these companies.

• A predicted 10-year update to computing infrastructure could reshape industries, potentially affecting jobs as AI technology is adopted more widely to “work.”

• AI investment in manufacturing may affect the future production and capabilities of consumer goods such as mobile devices and robots.

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