Nvidia CEO says AI factories can revive U.S. manufacturing, but warns the country must dramatically increase energy production to compete globally.

What happened: Nvidia CEO Jensen Huang spoke at the expansion of a Coherent facility in Texas, a $2 billion（約3200億円） partnership between Nvidia and Coherent that produces indium phosphide (a material used in lasers for data movement between chips). Coherent projects the project will create about 1,000 jobs, double floor space, and quadruple output.

Why it matters: Huang framed AI factories as the infrastructure of a new industrial revolution and said AI can bring manufacturing back to the U.S. by combining advanced factories with smarter software, supply chains, and domestic infrastructure. However, he warned that America is significantly behind in energy production—a critical constraint because AI data centers require massive amounts of electricity.

What to watch: Coherent says its technology can reduce power consumption by as much as 50%, which may help address the energy challenge Huang identified as a bottleneck for the U.S. to maintain its competitive edge in the global AI race.