Nvidia CEO Views AI as a Job Creator, Not a Job Killer

AI development will create jobs for electricians, welders, and builders, says Nvidia CEO.

Artificial intelligence is not merely a program or chatbot, but a “new industry on the scale of electrification.” The development of this technology will create numerous jobs for electricians, welders, and builders, according to Nvidia CEO Jensen Huang. He expressed this view in a recent blog post.

“These are skilled, well-paying jobs, and there is a shortage of them. You don’t need a computer science degree to participate in this transformation,” he wrote.

The publication comes amid growing market concerns about AI’s impact on employment. Since early 2026, the tech sector has faced a decline in stock prices, mass layoffs at fintech company Block, and alarming statements from Anthropic’s leadership about potential employee replacement by neural networks.

Huang’s essay serves as a response to these concerns. He cited an example from radiology: AI assists in analyzing images, yet the demand for doctors is only increasing. According to him, increased productivity opens new opportunities that drive further economic growth.

“This is not a paradox,” emphasized the Nvidia CEO.

The “Five-Layer Cake”

Huang also outlined the concept of the “five-layer cake” of AI architecture. At the base is energy, followed by chips, physical infrastructure, models, and applications.

According to him, the AI industry has transformed into large-scale industrial production. This field requires trillions in investments, a vast number of specialists, and a fundamental shift in the very nature of computing.

Traditional software operates by searching for and executing pre-written instructions. Neural networks, however, generate responses anew each time, “reasoning” in real-time based on the given context.

Since “intelligence” is produced “here and now,” the entire computing stack needs to be built from scratch. AI cannot function effectively on old data centers—it requires specialized infrastructure, starting from the very bottom level—energy.

“Intelligence generated in real-time requires energy produced in real-time. Energy is the primary principle of AI infrastructure and limits how much intelligence a system can produce,” explained the Nvidia CEO.

This paradigm extends far beyond Nvidia’s supply chains. If energy becomes the main resource, any disruption in its generation (for instance, due to conflict in the Middle East) becomes a direct obstacle to scaling new technologies.

Huang acknowledged that the construction of specialized infrastructure is only in its initial stages. Hundreds of billions of dollars have already been invested in the industry, but trillion-dollar investments lie ahead. Specialized “AI factories” are being built at unprecedented rates worldwide.

He also mentioned open-source models. DeepSeek-R1 is an example of how the availability of powerful neural networks accelerates adoption and increases demand for training, infrastructure, chips, and energy. Open source is not a threat to Nvidia’s business but its fuel, Huang concluded.

Platform for AI Agents

According to WIRED sources, the chipmaker is in talks for partnerships with Salesforce, Cisco, Google, and Adobe. The goal is to launch an open platform for AI agents under the working name NemoClaw.

The product will allow companies to integrate autonomous assistants into their workflows. Access to the platform will not be tied to Nvidia hardware—it can be used independently of the equipment.

At the time of writing, no official agreements have been concluded. Nvidia did not respond to the publication’s request for comment.

The company’s interest in agents coincides with the growing popularity of open AI tools that run locally on devices and perform tasks with minimal human involvement. A notable example is the OpenClaw project (also known as Clawdbot and Moltbot), which in March caused a stir in China.

Back in late 2025, Nvidia doubled its net profit thanks to record demand for AI chips.