When Jensen Huang, the CEO of Nvidia (NVDA), calls out “one of the smartest investments we can possibly imagine,” markets pay attention. In a recent discussion on BG2 with Bill Gurley and Brad Gerstner, Huang expressed his confidence in OpenAI’s trajectory using just those words, saying, “I think that OpenAI is likely going to be the next multi-trillion-dollar hyperscale company. If that’s the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine. And you got to invest in things you know. The return on that money is going to be fantastic.”
Huang’s comments reflect not just optimism about OpenAI, but a broader thesis about the evolution of artificial intelligence (AI) and its economic weight. Nvidia’s GPUs serve as the backbone for AI model training and inference across industries, including the very systems developed by OpenAI. His perspective, therefore, comes from a uniquely informed vantage point — one rooted in firsthand experience powering the infrastructure behind the AI revolution.
Putting Huang’s Statement in Context
At the heart of Huang’s statement lies a convergence of technology, capital, and conviction. OpenAI, best known for developing ChatGPT, has become a symbol of the generative AI era. Its partnership with Microsoft (MSFT) and reliance on Nvidia’s hardware make it both a technological pioneer and a central pillar in the AI ecosystem. When Huang describes OpenAI as a potential “multi-trillion-dollar hyperscale company,” he is recognizing its alignment with the pattern that has defined the world’s most valuable enterprises: scaling digital intelligence to serve billions.
Huang’s remark about “investing in things you know” also reflects his pragmatic investment philosophy. For Nvidia, that “known” quantity is compute power — the fuel that enables AI innovation. From the earliest days of parallel processing to today’s cutting-edge GPU architectures, Huang has consistently bet on exponential demand for computation. That bet has turned Nvidia into one of the world’s most valuable companies and a cornerstone of the modern AI economy.
Why Huang’s Words Carry Weight
Few executives have had as much influence over the direction of technology as Jensen Huang. Since co-founding Nvidia in 1993, he has transformed the company from a niche graphics chip maker into a global leader in accelerated computing.
In recent years, Huang’s vision that computing would extend beyond graphics into deep learning, data centers, and autonomous systems has proven remarkably prescient. As a result, when he identifies OpenAI as the next “multi-trillion-dollar” opportunity, it’s understood to reflect both deep industry insight and a comprehensive sense of the infrastructure underpinning AI growth.
How OpenAI & Nvidia Reflect Broader Market Trends
Huang’s statement aligns with a broader narrative in markets: the revaluation of companies enabling or building artificial intelligence. The rise of hyperscale firms—those with massive computational and data capabilities—has reshaped global capital flows, influencing everything from chip manufacturing to cloud services. Investors and corporations alike now view AI not as a speculative technology but as a new industrial foundation.
In this sense, Huang’s remarks serve less as a prediction and more as a reflection of a larger economic transformation. Just as electricity once defined industrial growth, compute capacity now defines digital progress. And within that universe, both Nvidia and OpenAI represent the nexus of innovation and investment — where technology, scale, and vision converge to define the next trillion-dollar frontier.
