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Jensen Huang

👤 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

Blackwall's 30 times.

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

So you've got to give up 30x revenues in that one gigawatt.

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 too much to give up.

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

So even if they gave it to you for free, you only have two gigawatts to work with.

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

Your opportunity cost is so insanely high, you would always choose the best perf per watt.

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

We're building, what, six, seven chips a year now?

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

As part of that system.

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

That's 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 that system, software is everywhere.

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 takes the integration and the optimization across all of those six, seven chips to deliver on the 30X Blackwell.

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

Now, imagine I'm doing this every single year.

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

Bam, bam, bam, bam, bam, bam.

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 if you build one ASIC in that soup of ASICs, in that soup of chips, and we're optimizing across that, you know, it's a hard problem to solve.

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 at least surprising.

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

I'll answer it this way.

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

Our opportunity, as I described it, is much larger than the consensus.

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

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 today, this is back to the exponentials around GDP and the growth rate.

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

The world is bigger.

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

And people misunderstand what we do.