Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Jensen Huang says that Nvidia’s full AI infrastructure package (chip, networking, data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option.

bearlyai's profile picture

Bearly AI

24,356 subscribers

1,612,913 görüntüleme • 1 yıl önce •via X (Twitter)

Bilim & TeknolojiHaberler & PolitikaEğitim
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
1:43:12

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

Dwarkesh Patel

6,282,517 görüntüleme • 5 ay önce

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:
0:41

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

S.L. Kanthan

21,833 görüntüleme • 11 ay önce

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.
2:06

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

236,349 görüntüleme • 4 ay önce

Brad Gerstner: “I believe Nvidia will be the world’s first $10T company.” Jensen Huang: “People misunderstand what we do. We build chips, but Nvidia is really an AI infrastructure company.”
4:07

Brad Gerstner: “I believe Nvidia will be the world’s first $10T company.” Jensen Huang: “People misunderstand what we do. We build chips, but Nvidia is really an AI infrastructure company.”

amit

338,315 görüntüleme • 1 yıl önce

$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.
1:51

$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.

Shay Boloor

187,727 görüntüleme • 2 ay önce

Nvidia CEO Jensen Huang on AI: We’re at the beginning of an industrial revolution, and the technology has become productive economic infrastructure. America is going to lead by building the full stack, but every country should be able to take the parts that they need and build their opportunity — their AI economy — with it.
0:22

Nvidia CEO Jensen Huang on AI: We’re at the beginning of an industrial revolution, and the technology has become productive economic infrastructure. America is going to lead by building the full stack, but every country should be able to take the parts that they need and build their opportunity — their AI economy — with it.

Clash Report

15,627 görüntüleme • 24 gün önce

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."
1:04

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

Rapid Response 47

39,280 görüntüleme • 8 ay önce

Redesigning how the world builds chips was just the start. NVIDIA CEO Jensen Huang talks with Joe Rogan about running NVIDIA like everything is on the line and how that mindset still drives how we build today.
4:57

Redesigning how the world builds chips was just the start. NVIDIA CEO Jensen Huang talks with Joe Rogan about running NVIDIA like everything is on the line and how that mindset still drives how we build today.

NVIDIA

59,810 görüntüleme • 9 ay önce

Nvidia CEO Jensen Huang said that the company's next generation of chips is in 'full production,' saying they can deliver five times the artificial-intelligence computing of the company’s previous silicon when serving up chatbots and other AI apps
1:41

Nvidia CEO Jensen Huang said that the company's next generation of chips is in 'full production,' saying they can deliver five times the artificial-intelligence computing of the company’s previous silicon when serving up chatbots and other AI apps

Reuters

23,054 görüntüleme • 8 ay önce

🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."
0:58

🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."

Coin Bureau

47,838 görüntüleme • 2 ay önce

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.
15:03

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

Shay Boloor

157,039 görüntüleme • 8 ay önce

NVIDIA $NVDA CEO, Jensen Huang just unveiled the N1X chip at Asia's largest tech expo Co-developed with MediaTek, this beast is built on the Blackwell architecture and runs the entire NVIDIA software stack flawlessly. "A chip that would take 33 years to build." Looks like future of AI hardware has officially arrived.
1:15

NVIDIA $NVDA CEO, Jensen Huang just unveiled the N1X chip at Asia's largest tech expo Co-developed with MediaTek, this beast is built on the Blackwell architecture and runs the entire NVIDIA software stack flawlessly. "A chip that would take 33 years to build." Looks like future of AI hardware has officially arrived.

The AI Colony R&D

22,916 görüntüleme • 3 ay önce

Tareq Amin and Jensen Huang highlight how the Humain–NVIDIA partnership is enabling compute at scale, powered by advanced AI infrastructure, AI factories, and frontier models. #SaudiUSForum2025
6:21

Tareq Amin and Jensen Huang highlight how the Humain–NVIDIA partnership is enabling compute at scale, powered by advanced AI infrastructure, AI factories, and frontier models. #SaudiUSForum2025

وزارة الاتصالات وتقنية المعلومات

15,696 görüntüleme • 1 yıl önce

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME
0:39

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Clash Report

62,118 görüntüleme • 8 ay önce

🇺🇸 Nvidia’s Jensen Huang wants AI development moving at full speed, but says safety isn’t something you rush past. “We should go as FAST as we can,” he says, while insisting Nvidia would “never ever” release products before they’re ready or safe. The goal is to win the AI race, not crash on the way to the finish line. Writer: Lynn
0:29

🇺🇸 Nvidia’s Jensen Huang wants AI development moving at full speed, but says safety isn’t something you rush past. “We should go as FAST as we can,” he says, while insisting Nvidia would “never ever” release products before they’re ready or safe. The goal is to win the AI race, not crash on the way to the finish line. Writer: Lynn

Mario Nawfal

57,851 görüntüleme • 8 gün önce

Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.
3:17

Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.

Shay Boloor

111,005 görüntüleme • 5 ay önce

$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
2:08

$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

Shay Boloor

147,176 görüntüleme • 6 ay önce