Jensen Huang

“After shares of CoreWeave sold off, he noted that he's optimistic about the company's future and that its cost of capital was actually going down.”

“Nvidia’s chief executive Jensen Huang said the chipmaker’s dealings with Megaspeed International were “normal and not unusual” following a New York Times report that one of the Singapore-ba…”

“Huang said Nvidia checked its GPUs and found no illegal shipments to China, which is barred from buying Nvidia’s powerful AI chips under US export rules.”

“He informed investors that Nvidia expects global data center capital expenditures to reach up to $4 trillion annually by 2030.”

“Huang said he doesn't expect an oversupply of memory until sometime after 2029”

“demand for neoclouds is 'off the charts'”

“But he also said that the money needed to build the capacity the market demands is far greater than what is actually available.”

“However, Nvidia CEO Jensen Huang told CNBC that he isn't worried that memory demand will slacken even by 2029, which is a longer time horizon than most analysts have speculated on thus far.”

“One of the things that's really great about memory is that you can always use more of it.”

“Nvidia CEO Jensen Huang told CNBC Thursday that a surplus of memory supply is unlikely by 2029, despite a sell-off in memory stocks over the past week amid concerns about oversupply and…”

“There's nothing to regulate if the industry doesn't thrive.”

“Cast off the shackles and be bolder, or risk losing the AI race for good.”

“So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.”

“Install base defines an architecture. Not… Everything else is secondary, okay?”

“My direct staff is 60 people. You know, I don’t have one-on-ones with ’em because it’s impossible.”

“We’re optimizing across the entire stack of software from architectures to chips, to systems, to system software, to the algorithms, to the applications.”

“And so distributed computing at the scale that we do, the CPU is a problem, the GPU is a problem, the networking is a problem, the switching is a problem. And distributing the workload…”

“The better computing company we become, the worse we became as a specialist.”

“I always say that NVIDIA is the house that GeForce built, because it was GeForce that took CUDA out to everybody.”

“As it turns out, we’re a computing platform company. And so nobody can buy anything from us.”

“Yeah, yeah. Yeah, we have more scaling laws now.”

“Data is now limited by compute. And the reason for that is most of the data is synthetic.”

“inference is thinking, and I think thinking is hard. Thinking is way harder than reading.”

“And so the next scaling law is the agentic scaling law.”

“OpenClaw is "definitely the next ChatGPT."”