A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview
Some podcasts are self-recommending on the 'yep, I'm going to be breaking this one down' level. This was one of those. So here we go.
A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview
Some podcasts are self-recommending on the 'yep, I'm going to be breaking this one down' level. This was one of those. So here we go.
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”
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”
Nvidia's stock rose 18%+ over the past 10 days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027
Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027
Nvidia stock is on a tear, rising more than 18% over the past ten days. It's the longest winning streak the artificial intelligence chip giant …
President Trump names Mark Zuckerberg, Larry Ellison, Jensen Huang, and others to the Council of Advisors on Science and Technology, co-chaired by David Sacks
President Trump names Mark Zuckerberg, Larry Ellison, Jensen Huang, and others to the Council of Advisors on Science and Technology, co-chaired by David Sacks
Group to advise the president on how to regulate artificial intelligence, among other issues — WASHINGTON—President Trump plans …
Q&A with Jensen Huang, who says “we've achieved AGI”, on running Nvidia, AI scaling laws, OpenClaw, China, data centers in space, the future of coding, and more
- Watch the full YouTube version of the podcast — Table of Contents — Here are the loose “chapters” in the conversation.
How Nvidia became the AI industry's most powerful financier, investing tens of billions in startups and key customers who couldn't otherwise afford its chips
‘This is what it is like to be rich!’ CEO Jensen Huang told guests before a recent opera performance.