ARK In-Depth Dialogue | Unveiling Jensen Huang and New Investment Opportunities in the AI Era

SHANGHAI, May 12, 2025 /PRNewswire/ -- Against the backdrop of a reshaped global economic landscape and intensified financial market volatility, private equity, as a core component of asset allocation, has garnered significant attention due to its high-return potential and industry-specific characteristics. On April 23, World Book Day, the N+ Global Book Club, in collaboration with CITIC Press, invited private equity expert Sachin Khajuria to delve into the investment logic and long-term value of private equity under the theme "Capturing Growth Amid Volatility."

Recently, ARK also hosted an exclusive sharing session at its Singapore office with Stephen Witt, author of Jensen Huang: The Heart of NVIDIA. As one of the few writers granted top-level interview access by NVIDIA, Witt, through seven in-depth conversations over six years and interviews with more than 200 individuals, presents the first comprehensive portrayal of Jensen Huang—the "most charismatic CEO in Silicon Valley"—and his leadership philosophy, as well as the secrets behind NVIDIA's rise.

Witt's depiction of Huang highlights his dual traits as both a technical genius and a business leader. From 3D graphics to artificial intelligence, and now the ambitious "Omniverse" initiative, Huang's acute sensitivity to technological trends and execution prowess have consistently positioned NVIDIA at the forefront of innovation. Witt reveals that Huang's unique leadership lies not only in financial incentives but also in uniting talent through a shared vision of technological dreams. Even during NVIDIA's stock downturns, numerous engineers remained loyal to his vision—a rarity in Silicon Valley.

In a dialogue with Yin Hao, General Manager of Olive International's Private Equity Primary Fund Division, Witt pointed out that while AI is still in its early stages, it has already quietly transformed multiple fields: from optimizing flight scheduling to enhancing medical diagnostics, its applications far exceed public awareness. NVIDIA's "Omniverse" project is accelerating robot training by building reality simulators, further reducing AI development costs.

However, Witt also emphasized a critical bottleneck in AI development—energy demand. Massive computing power requires upgrades to global energy infrastructure, and this supply-demand gap may become a key investment direction in the future. Yin Hao concluded, "The AI wave is not only reshaping the tech industry but also opening new avenues for wealth management. Solutions centered on energy transformation will be the core opportunity for prudent investors looking to capitalize on the AI theme."

SOURCE ARK Wealth