Jensen Huang sat down with Brad Gerstner and Clark Tang to discuss the financial and technical challenges ahead for AI. He addresses whether the massive capex investments in chips and can be justified by current and future AI revenues, explores the and power bottlenecks expected by 2027, and explains why NVIDIA sees demand extending far beyond just the largest AI labs.
The conversation touches on physical AI and robotics, safety and security frameworks, and the role of open versus closed models in shaping the industry. Huang also discusses potential partnerships with SpaceX on data center infrastructure and reflects on American competitiveness in superintelligence.
Throughout the interview, Huang expresses strong optimism about the decade ahead, emphasizing the importance of building technology responsibly while moving fast.
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