Jensen Huang Urges Global Wealthy Families to Invest in AI: Returns Are "Insanely Substantial," and Skeptics Are the "Crazy" Ones!

NVIDIA CEO Jensen Huang delivered a speech in Taipei, China, to hundreds of representatives from financial institutions and wealthy family offices, endorsing artificial intelligence investments with the prospect of "insanely substantial" returns, aiming to dispel persistent market doubts regarding massive AI spending and long-term profitability.

During Computex this week, Huang attended a closed-door forum on Tuesday evening, directly appealing to potential high-net-worth investors. He stated that the return on investment (ROI) for AI has been "completely reshaped in the past six months" and is now "insanely profitable," adding that those who question AI returns are "crazy." This statement served as a direct rebuttal to recent market discussions about an AI bubble.

The forum was co-hosted by Era, an investment firm backed by billionaires and founded by Jasper Lau, and Chailease Holding, under local financial tycoon Andre Koo Sr. Held at the Mandarin Oriental Hotel in Taipei, China, the event attracted over 300 guests, including representatives from institutions such as Hillhouse Investment, PAG, and DBS Group Holdings Ltd.

AI Return Controversy: Huang Directly Addresses Bubble Concerns

Debates over whether AI investments have formed a bubble have continued to ferment among global investors recently. Critics point out that market valuations have seen unprecedented gains, data center spending has accumulated to trillions of dollars, and the future monetization potential of AI remains uncertain.

In his speech, Huang directly referenced the situation at a similar event last year for comparison. "Remember when we were together last year, the rhetoric and narrative surrounding investment was—where is the ROI?" he said. "Now give me an example of who is still crazy enough to say that. It would sound absurd if they said it now."

This statement marks a clear shift in the AI investment narrative—from previous doubts about "when returns will be visible" to a new stage described by Huang where "returns have already been realized." He stated that AI technology has created trillions of dollars in value, sufficient to justify the related investments.

Ecosystem Endorsement: Naming TSMC, Micron, SK Hynix, and Marvell

In his speech, Huang not only stood up for NVIDIA itself but also publicly called out several companies within its partner ecosystem, including memory chip manufacturers Micron Technology and SK Hynix, as well as TSMC.

Marvell's stock price surged significantly this week, triggered precisely by Huang's public statement that the company would join the "trillion-dollar valuation club." This statement once again confirmed the direct market influence of Huang's public endorsements on relevant individual stocks. Local enterprises, which are key suppliers to NVIDIA, Microsoft, and OpenAI, are competing to borrow and raise funds on a record scale, becoming part of the global wave of AI debt expansion.

Targeting Family Offices: Wealthy Families Become a "New Segment" for AI Financing

Huang's specific address to the family office community had a clear strategic intent. In his speech, he pointed out that AI infrastructure construction requires land, electricity, and energy, but also needs financing support.

"You need land, electricity, energy, but you also need financing," Huang said, positioning wealthy families as a "new segment of global wealth" alongside pension funds and retail investors.

According to previous Bloomberg reports, wealthy Asian investors chasing returns have cumulatively invested over $25 billion in AI startups. Huang's speech indicates that NVIDIA is actively incorporating this source of funds into the AI industry's financing landscape to support the continuous expansion of data center construction demands.