Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Dwarkesh Podcast Dwarkesh Patel
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Discussion
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@dwarkesh_sp
Dwarkesh Patel
on x
The Jensen Huang episode. 0:00:00 - Is Nvidia's biggest moat its grip on scarce supply chains? 0:16:25 - Will TPUs break Nvidia's hold on AI compute? 0:41:06 - Why doesn't Nvidia become a hyperscaler? 0:57:36 - Should we be selling AI chips to China? 1:35:06 - Why doesn't Nvidia …
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@theobearman
Theo Bearman
on x
Jensen on China: “The amount of energy they have is incredible. Isn't that right? AI is a parallel computing problem, isn't it? Why can't they just put 4x, 10x, as many chips together because energy's free? They have so much energy. They have datacenters that are sitting
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@matthewstoller
Matt Stoller
on x
Nvidia CEO Jensen Huang's interview with @dwarkesh_sp is extraordinary and embarrassing. When he actually faces tough questions, Huang becomes a dishonest angry bully. Just a pathetic illustration of how bad our corporate leadership class is. https://www.youtube.com/...
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@firstadopter
Tae Kim
on x
It made for good entertaining pod and maybe he's just playing devil's advocate but @dwarkesh_sp was way too Anthropic point-of-view pilled (AI is uranium/nuclear weapons! Mythos! Zero day!)
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@niubi
Bill Bishop
on x
Dwarkesh not buying the Nvidia's talking points they are pushing through DC about selling chips to China...he seems frustrated at the skepticism...China bit starts at about 57:30
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@sriramk
Sriram Krishnan
on x
The @dwarkesh_sp and Jensen podcast is a great listen. it illustrates the schism in a lot of industry debates around “AGI” and the concept of AI timelines. Both parties represent a different school of thought and this is a great distillation of a lot of offline debates.
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@yezhang1998
Ye Zhang
on x
You rarely see a host keep pressing a guest this hard until the truth starts to come out (this is usually the best part of @dwarkesh_sp podcast...) But honestly, even after 30 minutes of back-and-forth, it still felt like they weren't really on the same page on China issue😂
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@dwarkesh_sp
Dwarkesh Patel
on x
I asked Jensen: “2 out of the top 3 models in the world, Claude and Gemini, were trained on TPU. What does that mean for Nvidia going forward?” After a long technical back and forth about what the right accelerator for AI looks like (see full episode), Jensen lays down the [video…
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@metacriticcap
@metacriticcap
on x
Jensen falling for the trope: “AI will commoditize a lot of things. Your things. My thing is extremely hard and it's out of reach for AI.” Great thing all the labs have ASICs projects, so we'll discover who's right.
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@nathanleamerdc
Nathan Leamer
on x
It is as if you didn't listen to the interview. This is about ensuring the US tech stack is the gold standard around the world. Blatant misinterpretation is choice my man. [video]
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@vince_chow1
Vincent Chow
on x
Sheesh, is the actual exchange as tense as it feels here And yes I only read Dwarkesh transcripts [image]
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@peterwildeford
Peter Wildeford
on x
Jensen apparently was also unintentionally making the case *for* export controls on Dwarkesh: “They [China] have datacenters that are sitting completely empty, fully powered. You know they have ghost cities, they have ghost datacenters too.” Imagine if China had the chips!
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@dwarkesh_sp
Dwarkesh Patel
on x
@firstadopter I play devil's advocate against my guests to test out their ideas. As you pointed out yourself when I hassled Dario during *his* interview :) Re China, when I had Dario on, because he supports export controls, I asked him, “Why can't China and America both have a da…
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@briancalbrecht
Brian Albrecht
on x
Dwarkesh asks what's actually bottlenecking AI capacity right now. Huang's first answer isn't fabs. Isn't memory. Isn't power. Isn't even regulation. It's plumbers and electricians. I think Huang is more in line with how economists think about this than how AI people do. In [imag…
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@buccocapital
@buccocapital
on x
Man, Jensen and Dwarkesh really go at each other on China. Refreshing to listen to an interview where someone isn't a total sycophant. Respect.
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@sjgadler
Steven Adler
on x
Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It's like selling them nukes with a casing that says ‘made by Boeing’ and claiming that's good for the US Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It's an [vide…
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@benbajarin
Ben Bajarin
on x
NVIDIA is a company that converts electrons to tokens.
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@jordanschachtel
Jordan Schachtel
on x
Fascinating critique coming from Crowdstrike, which infamously helped to architect the Russia collusion hoax. Btw, Jensen specifically says here that his goal is for America to win.
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@andrewcurran_
Andrew Curran
on x
@dwarkesh_sp It's so refreshing to watch someone who knows how to make an argument, most people working in media forgot how to argue. You really pressed him on China.
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@twistartups
@twistartups
on x
Jensen Huang isn't worried about big AI companies using non-Nvidia chips: “If they don't try these other things, how would they know how good ours is? Sometimes you gotta be reminded of it.” That's a different kind of confidence. cc: @nvidia, @dwarkesh_sp, @AnthropicAI, [video]
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@benbajarin
Ben Bajarin
on x
There is a key theme here from Jensen that underscores my recurring thesis I continually unpack @DiligenceStack: The market evolves from a semiconductor scarcity story to an industrial systems story in which energy, networking, packaging, software, and algorithmic efficiency all
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@dalperovitch
Dmitri Alperovitch
on x
Incredible interview with Jensen. He blatantly admits that his jihad against export controls is simply all about Nvidia selling more chips worldwide, not about national security or winning the AI race against China (which he previously said doesn't even matter if we win)
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r/NVDA_Stock
r
on reddit
Dwarkesh Patel interview with Jensen - it gets very heated!
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@alecstapp
Alec Stapp
on x
This is the key moment between Jensen and Dwarkesh on export controls: 1. Dwarkesh asks why it's okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos. 2. Jensen gives a misleading answer, arguing that it's okay to sell American [ima…
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@semianalysis_
@semianalysis_
on x
to be clear, NVIDIA is NOT a car [video]
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@noahpinion
Noah Smith
on x
Dwarkesh really won this one