Nvidia CEO Jensen Huang is on CNBC at the moment and he was asked about investing in startups and where he would like to invest. He repeatedly talked about Cursor, which is an AI-powered code editor and development tool that he says everyone at Nvidia is using.More generally, he was asked about four areas he was looking to invest in, which is another way of highlighting where he thinks AI is going to succeed. He mentioned:Enterprise AIRobotics (mentioned FSelf-driving carsDiagnosis (mentioned Open Evidence)Enterprise AI means integrating AI into the core systems of a business like finance, logistics, HR and customer service.This was another revealing quote:"AI is energy, it's chips, it's infrastructure, it's AI models and it's AI application," he said, noting that all those areas are growing.In terms of risks, he said that the US isn't very far ahead of China at all, noting that China is well-ahead of the US on energy. In terms of models, he noted that Chinese open-source models are ahead of the US. This article was written by Adam Button at investinglive.com.