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Jensen Huang

πŸ‘€ Person
1523 total appearances

Appearances Over Time

Podcast Appearances

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

But now it's giant and complex.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And in another two years, it's going to be completely massive.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

The scale is going to be so large.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And so I think that the battle of getting into a very large market as a nascent player, it's just hard, you know, as you guys know.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Said another way, Google's a big GPU customer.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Google is a big GPU customer.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And Google is a very special case.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

I mean, we just have to show respect where respect is really deserved.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

I mean, TPU is on TPU 7, right?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And it's a challenge for them as well, right?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And so the work that they do is incredibly hard.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

So I think the first thing toβ€”let me do aβ€”

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

You know, remember, there are three categories of chips.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

There's the category chips that are architectural, x86 CPUs, ARM CPUs, NVIDIA GPUs, architectural.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And it has an ecosystem above.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And the architecture has rich IP and rich ecosystem, very complicated technology.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

It's built by the owners like us, OK?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

There's ASICS.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

I worked for the original company, LSI Logic, who invented the idea of ASICS.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

As you know, LSI logic is not here anymore.