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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 28 in all, peaking in Aug 2026 with 11.
Appearances
It makes it easier for everybody involved.
matched
And so it's not a question about if one or the other.
matched
There's no question NVIDIA's footprint is the largest.
matched
There's no question we're growing share in closed models and open models.
matched
We're growing share across the entire AI opportunity.
matched
And so we're not...
matched
intimidated by this.
matched
We're in fact welcoming it and opening our platform so that they could connect XPUs into it.
matched
lot of ways, Ed, this whole thing started because of customer requests.
matched
As you know, there are already customers that have committed to NVLink Fusion.
matched
Building the XPU is very, very hard, and there's no question about that.
matched
And with the partnership with MediaTek, MediaTek can help customers build amazing XPUs.
matched
However, inside an AI factory, it includes five different types of networking technology
matched
of course the CPU, and we now make it possible for all of that to come together really easily.
matched
And so a lot of customers are asking for this and they want to access the MVLink technology because it's completely revolutionary and it's incredibly hard to do and we're in our sixth generation of doing so.
matched
And so this is really driven by customer request and I think it makes a lot of sense and it's great for both of us.
matched
Well, inside a gigawatt, if we were just to extrapolate, in a gigawatt, Hopper was about $18 billion of economics for NVIDIA per gigawatt.
matched
Grace Blackwell is about 25.
matched
And the Vera Rubin generation, it's about 40-plus billion dollars per gigawatt of total NVIDIA compute economics.
matched
And the reason for that is because we've been expanding beyond the GPU to one type of switch after another type of networking.
matched
Showing 161–180 of 987 · page 9 of 50
← Previous
Next →