Jensen Huang

speaker

312 appearances 5 recordings 1 series first heard May 2026 last heard 27 Jul

Jensen Huang’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 2.

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you were talking about earlier on stage, we have a billion people.

We'll have hundreds of billions of agents.

People use tools every now and then.

Agents are going to use tools all the time.

And agents use tools very quickly.

And so we're going to need a lot more CPUs.

And those CPUs are connected to GPU brains so that the CPUs know how to think, how to reason, how to plan, and how to use those tools.

So that's basically how it works.

In our case...

We provide the technology integrated, and so the memory comes with our technology.

We've been planning our supply chain for a couple, two, three years.

We have the largest supply chain in the world.

Our partners have done a great job securing supply for us, and so all of the pieces go together.

The Coos is lined up with the HBM, which is lined up with the Grace Blackwell in the CPUs.

And the Coos R, the Coos L, the Coos S, all of it is all lined up.

The silicon photonics is lined up.

Everything is all lined up.

It's just that the demand is much greater than the overall capacity of the world.

Well, Michael and I do this all the time.

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