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Interviews News 1 October 2025

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

What Is the “iPhone Moment” of AI? Huang’s “iPhone moment” analogy captures the idea that generative AI (like ChatGPT) has suddenly become a consumer and enterprise phenomenon. Just as the iPhone in 2007 turned smartphones into a mass-market platform (spurting new apps, services and industries), ChatGPT and related AI tools in 2022-2023 have made AI easy and compelling for ordinary users. “Startups are racing to build disruptive products and business models,” Huang said at Nvidia’s 2023 GTC conference, “and incumbents are looking to respond.” nvidianews.nvidia.com. The implication: we’re entering a phase where AI moves out of niche labs and into
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