Nuclear

Huang Says U.S. Risks Trailing China in AI Without Energy Reforms

NVIDIA's CEO warned China now generates twice the U.S. electricity, builds data centers in months, and claims 70% of global AI patents.

Akul Saxena

Dec 4, 2025 — 3 min read

Photo of Nvidia CEO Jensen Huang at the Asia-Pacific Economic Cooperation CEO summit in South Korea on Oct. 31, 2025, by Ng Han Guan/AP

WASHINGTON, Dec. 4, 2025 - The United States needs to rapidly expand energy capacity, accelerate data-center construction and rebuild domestic industrial infrastructure, Nvidia CEO Jensen Huang said Wednesday at the Center for Strategic and International Studies.

Without the energy expansion, warned the helm of the advanced chips manufacturer and the world’s highest-valued company, the U.S. risks losing long-term leadership in artificial intelligence.

AI progress “does not start with GPUs” but with the electricity and physical capacity needed to compute at scale, he said at the bipartisan CSIS think tank.

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