Core Insights - Nvidia's CEO Jensen Huang emphasized that the U.S. is entering a new industrial revolution driven by artificial intelligence, attributing this progress to President Trump's tariffs and reindustrialization efforts [1][2][5] - Nvidia, in collaboration with TSMC, has produced the first Blackwell wafer in the U.S., marking a significant milestone in AI chip manufacturing [1][2] - Huang projected that within the next three to four years, approximately $500 billion worth of AI supercomputing technology could be manufactured and installed in the U.S. [4] Industry Impact - The AI revolution is expected to transform every industry, with digital intelligence becoming ubiquitous across various sectors [5] - Huang stated that the current industrial revolution is comparable to previous ones involving steam engines, electricity, and information technology [5] - The growth of the technology industry is closely linked to energy policies, which Huang credits to President Trump's administration [8] Workforce and Infrastructure - There is a pressing need for skilled labor in the U.S. to support the construction of advanced factories for chip manufacturing and AI supercomputing [9] - Huang highlighted the importance of skilled craft professions, indicating a potential shift in the next generation of American millionaires emerging from traditionally blue-collar jobs [8][9] - The establishment of new factories will require hundreds of thousands, if not millions, of skilled workers in various technical fields [9] Company Milestones - Nvidia achieved a historic milestone by becoming the first company to reach a $4 trillion market capitalization earlier this year [12] - The company is positioned at the forefront of the AI industry, claiming to be the engine driving the largest industrial revolution in human history [5]