Nvidia CEO Jensen Huang told hundreds of representatives from wealthy family offices and financial institutions that investment returns on artificial intelligence have become “insanely profitable,” according to Bloomberg.
The setting for his remarks was a private Taipei gathering at the Mandarin Oriental, convened by two firms with deep-pocketed backers: Era, whose investors include billionaire Jasper Lau, and Chailease Holding Co., whose controlling figure is financier Andre Koo Sr. Attendance topped 300, with representatives from Hillhouse Investment, PAG, and DBS Group Holdings Ltd. among those present.
“Only for the last six months has the ROI been completely reset. It is now insanely profitable,” Huang said. Skeptics who once pressed for proof of AI’s financial returns now risk looking foolish for doing so, Huang suggested, saying such questions had become indefensible.
Huang’s remarks come amid a sustained debate over whether the scale of global AI investment — particularly in data centers — can generate returns that justify the spending. Wealthy family offices, he argued, represent an emerging pool of financing for AI infrastructure — one that sits alongside the pension funds and retail investors who have historically driven capital formation.
“You need land, power, you need energy, but you also need financing,” Huang said.
Computex has served as the backdrop for much of Huang’s week, with the chip executive using the trade show to make sweeping claims about AI’s economic potential. At the Taipei forum, his praise extended beyond Nvidia’s own products to encompass several companies in its orbit, among them TSMC and memory chip producers Micron Technology Inc. and SK Hynix Inc.
Earlier this week, Huang called Marvell Technology the next trillion-dollar company during a Computex appearance, sending Marvell Technology stock up roughly 25% in premarket trading. Marvell’s market capitalization stood at approximately $191 billion at the time, meaning it would need to gain more than 400% to reach the trillion-dollar threshold. Nvidia entered into a broader partnership with Marvell earlier this year that included a $2 billion investment in the company.
Vendors supplying Nvidia, Microsoft, and OpenAI are scrambling to secure unprecedented funding to keep pace with surging demand for AI infrastructure.
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