Author: Yang Chen
NVIDIA CEO Jensen Huang urged G20 nations on Wednesday to accelerate the deployment of AI infrastructure, warning that excessive AI regulation could leave countries behind. Meanwhile, the Trump administration used the summit to promote a lightly regulated AI governance framework to other nations.
At the G20 Technology Summit, Jensen Huang stated that NVIDIA will invest nearly $1 trillion in U.S. infrastructure this year alone, citing the U.S. regulatory environment and energy policies.
He compared AI to public infrastructure like water and electricity, calling it "the great equalizer," and emphasized that "every country needs to build infrastructure to support its economy."
This statement is highly significant for the market. Last week, NVIDIA forecasted a 70% revenue increase for the next fiscal year, triggering its largest single-day stock gain since April 2025. Huang’s positive remarks at this summit further reinforced market expectations of continued expansion in global AI capital expenditures.
As of press time, NVIDIA rose over 4% during Wednesday's trading session.
A light regulatory framework is introduced; the worst outcome for a country is being left behind.
This summit is hosted by the United States, and officials from the Trump administration are actively pushing G20 members to adopt a set of AI governance guidelines known as the Carolina Principles.
It is reported that the document explicitly advises countries not to establish separate regulatory bodies for AI, instead advocating for enhanced collaboration between governments and private enterprises to jointly test emerging technologies.
Jensen Huang further clarified his regulatory stance in a conversation with U.S. Secretary of Commerce Howard Lutnick. He stated that the government should regulate based on "real and concrete harms," not "theoretical and hypothetical harms," and emphasized that product safety responsibility should lie with companies, not government officials.
"The technology is still evolving," said Jensen Huang, "and every company must take responsibility for developing it securely."
He also warned that the "worst outcome" a country could face is being "left behind," and urged the public and policymakers not to let fears about AI dominate the discourse, but to focus instead on AI’s potential to drive economic prosperity.
Tech giants unite in calling for faster data center development
Several tech executives collectively spoke out at the two-day summit, advocating for the unimpeded development of AI. Elon Musk, CEO of SpaceX, attended the event on Tuesday and criticized the European Union's "extremely high" regulatory standards for stifling growth, calling for a hands-off approach toward emerging industries.
Even Tom Brown, co-founder of Anthropic, known for advocating AI safety guardrails, emphasized the importance of accelerating global data center construction in his conversation with Howard Lutnick.
Brown told G20 representatives that countries can reap the benefits of AI as long as they remove barriers to building technological infrastructure. He said he "loved" Trump's recent social media post endorsing data center projects, calling it a source of prosperity.
“This is clearly the bottleneck for all of our progress,” Brown said. “We are facing severe shortages of electricity and labor, making it difficult to meet AI demand.”