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.
Nvidia says BYD, Geely, Isuzu, and Nissan will use its Drive Hyperion AV platform, and that Uber will launch Hyperion-powered robotaxis across 28 cities by 2028
Jensen Huang Says ‘Everything That Moves’ Will Be AutonomousEdward Loh /MotorTrend:Hyundai, Nissan, BYD, and Geely join Nvidia's Level 4 Self-Driving TechByun Hye-jin /The Korea Herald:Hyundai-Nvidia ...
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled
Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled
Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal
Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
Jensen Huang says Nvidia's Vera Rubin chips are in “full production”; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump
Nvidia (NVDA.O) CEO Jensen Huang said on Friday he hoped the company's state-of-the-art Blackwell chips can be sold in China …
Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously
Turning Enterprise Data Into Dynamic Decision Intelligence Julia Shapero / The Hill : Nvidia becomes world's first $5 trillion company Reuters : Trump says may speak to China's Xi about Nvidia's ‘supe...