Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing

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

beating the numbers on a regular basis.

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

I also don't think it's inconsistent.

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

Okay, so explain that a little bit.

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

So first of all, for the builders, we're supposed to be building for opportunity.

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

We're builders.

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

Let me give you three points to think through.

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

And these three points, it'll help you hopefully be more comfortable with NVIDIA in this future.

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

So the first point, and this is the laws of physics point.

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

This is the most important point, that general purpose computing is over and the future is accelerated computing and AI computing.

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 the first point.

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 way to think about that is there's how many trillions of dollars of computing infrastructures in the world that has to be refreshed.

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

Right, 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 when it gets refreshed, it's going to be accelerated computing.

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 so the first thing you have to realize is that general purpose computing, and nobody disputes that.

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

Everybody goes, yeah, we completely agree with that.

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

General purpose computing is over.

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

Moore's law is dead.

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

People say these things.