NVIDIA CEO Jensen Huang delivered the commencement address at Carnegie Mellon University's 128th graduation ceremony, receiving an honorary doctorate. He framed AI as a once-in-a-generation reindustrialisation opportunity for the US, urging graduates to advance AI capability and safety together. Huang outlined four imperatives: advance safely, create thoughtful policies, make AI broadly accessible, and encourage broad engagement. He argued AI elevates workers rather than replacing them, using radiologists as an example, though the article notes this framing is easier to assert than demonstrate. The piece also contextualises Huang's speech as both a genuine address to graduates and a form of business communication, given NVIDIA's dominant role in shaping the AI labour market these graduates will enter.