Nvidia CEO Jensen Huang spoke in an interview with BG2. He said directly: "Nobody needs atomic bombs, everybody needs AI." He made these remarks while discussing how artificial intelligence (AI) is changing the world. According to him, AI is modern software that is shifting from general-purpose computing to accelerated computing. He added that AI represents a transition from code written by humans to code created by AI itself. According to Huang, all countries realize that they must enter the world of AI.
Jensen Huang emphasized that building AI infrastructure is absolutely essential for nations. He discussed how several countries began making major investments in AI data centers in 2024. For example, Middle Eastern countries such as Saudi Arabia and the United Arab Emirates, as well as European countries, spent enormous sums on these projects. Huang called this "sovereign AI," meaning independent AI infrastructure that countries build for themselves.
Comparing AI to Atomic Bombs
In the interview, Jensen Huang directly compared AI to atomic bombs. He said that while nobody needs atomic bombs, AI is something everyone needs. According to him, the long-term potential of AI is much greater than the strategic importance of nuclear weapons. Huang explained that AI is a fundamental technology for national security and economic competitiveness. It is not about destruction, but about building.
He added that if all nations adopted advanced AI, the costs and consequences of war would increase, making conflicts less likely. Every country should develop its own "sovereign AI" platform tailored to local needs and security. NVIDIA plays a key role in supplying hardware for these AI supercomputers and data centers.

Investment in AI Around the World
Jensen Huang mentioned that countries are rushing to adopt the entire AI technology stack. State entities such as HUMAIN AI are pouring tens of billions into developing independent computing capacity to run high-performance AI models. According to Huang, sovereign AI is as important as electricity or water—essential infrastructure that countries cannot do without.
Huang also noted that nations will need to integrate AI into manufacturing, industry, and national security operations. Building an independent computing platform is therefore a necessity for countries around the world. According to him, AI is still in the early stages of adoption at the government level, but those who start early will gain an advantage.
Nvidia's Role in AI
Nvidia CEO Jensen Huang has become an important figure for the current administration. He often accompanies President Trump on visits around the world precisely because of his influence in the field of AI. Huang says that Nvidia helps countries build "AI factories," which are specialized data centers for AI. These facilities are key to enabling countries to independently develop and operate AI technologies.
In the interview, Huang emphasized that forgetting the fundamental principles of computing would be a mistake. NVIDIA has transitioned from general-purpose computing to accelerated computing and is now supporting the transition to AI-generated code. This is why all countries need the computing capacity that Nvidia provides.
BG2. Ep 37. NVDA! $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump, Elon, China, H1Bs & more. @altcap @_clarktang @bgurley
— Bg2 Pod (@BG2Pod) September 26, 2025
(0:00) Intro
(0:37) The Year in AI Recap
(3:24) OpenAI Stargate & Nvidia Investment
(8:41) Nvidia Accelerated Compute TAM… pic.twitter.com/suB2B1tpwS



