Jensen Huang

speaker

987 appearances 31 recordings 5 series first heard Nov 2024 last heard 1 Sep

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 — 28 in all, peaking in Aug 2026 with 11.

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And now the amount of chips, there's like seven different types of NVIDIA chips that has to go into an AI factory. matched

An XPU would be a replacement of one of those. matched

You know, my sense is that will continue to be in every single cloud, will continue to be in every single AI factory. matched

Some of those racks might be augmented with XPUs. matched

And so in those cases, NVIDIA's networking, NVIDIA's switching, NVIDIA's CPUs would also have an opportunity to participate. matched

And we make it easier matched

for the customers to be able to extend out their AI factory using exactly the same system architecture and networking architecture. matched

In the case of MediaTek, it allows MediaTek to offer an end-to-end solution that is complete. matched

That XPU otherwise would have to go and solve MV-Link switching problems, a whole bunch matched

NICS problems, a whole bunch of Ethernet switching, scale-outs, scale-up, matched

scale across, scale in. matched

There's so many different types of networking technologies that have to come to bear, and we offer the entire thing. matched

So between us and MediaTek, if a customer wants to build XPUs, they now have an entire solution as well. matched

And so our opportunity will continue to grow in these AI factories. matched

Now NVIDIA's networking ecosystem is now part of MediaTek's supply chain. matched

And MediaTek's XPU is part of our supply chain. matched

And so in a lot of ways, both of us expanded our supply chain in this partnership. matched

And all that, it's early for me. matched

Here we are, I forgot to answer your NVHBM question. matched

Our next generation HBM is a custom HBM. matched

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