Nvidia CEO and founder Jensen Huang delivers a keynote at Carnegie Mellon University’s 128th commencement on Sunday, May 10, speaking to the Class of 2026 as the university conferred more than 5,800 undergraduate and graduate degrees. Multiple outlets report that Huang frames the current shift in computing and industry as the start of a broader “AI revolution” or “new industrial era,” and he urges graduates to begin their careers now rather than delay. Several accounts describe a message aimed at easing AI-related job anxiety, arguing that while some tasks may be automated and some jobs may change or disappear, AI also creates new roles and industries.

Huang also emphasizes responsible development and guidance of the technology, with references in coverage to advancing capability alongside safety and ensuring benefits reach a wider range of people. Outlets further note that he connects AI momentum to large-scale infrastructure and energy needs, describing the scale of investment required to support the “new industrial era.” Reporting also highlights that Huang received an honorary doctorate at the ceremony and used phrases such as “run, don’t walk” and “shape what comes next.”