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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea · 25 Jul 2026 podcast

The computer industry that's built on top of the chip industry surely is not big enough.

This is one of the realizations of the semiconductor industry that now computers are built not just for people to use, but computers are being built for computers to use.

My guess is that the semiconductor industry is probably going to have to be 10 times larger than it is today over the next decade or so.

And so working with our partners in Korea and around the world to scale up the supply chain of semiconductors so that we're prepared for this AI future is really important.

Well, we don't have enough bits.

We're constrained in HBM memories, LPDDR memories.

We're constrained in just about every part of the supply chain.

We're even constrained now with land and power and construction workers to set up the data centers.

I think this is one of the areas that is going to make sure that we continue to build out in a throttled way.

you know, for a decade.

And the reason for that is because these infrastructure, unlike electronic devices like PCs and phones and things like that, it's really, really hard to scale up land power and shell.

And so all of the supply chain just really needs to get built out over the years.

I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that.

Could

We're going to be purchasing memories from them for many years to come.

And as you know, we build a lot of computers.

In order to build a trillion dollars worth of Vera Rubin systems, you're going to have to buy a lot of system memories to go with it.

And so we have large purchase agreements and large purchase intentions with SK Hynix.

Meanwhile, SK Telecom is going to become an AI cloud.

We're starting to build already.

Showing 61–80 of 312 · page 4 of 16