Jensen Huang

Jensen Huang says the energy required for AI computing is likely about 1,000 times what is currently available.

The amount of energy that we need for [AI] computing is likely probably 1,000 times more than we currently have

Jensen Huang said Nvidia's revenue per gigawatt rises from about $18B for Hopper to $25B for Grace Blackwell and $40B for Vera Rubin, with productivity improving several-fold each generation.

In the case of Hopper, we were at about $18 billion per gigawatt. For Grace Blackwell, we're about $25 billion per gigawatt. And for Vera Rubin, it's about $40 billion per gigawatt. And the productivity is X factors increase in each generation.

Jensen Huang said customers are racing to adopt the next generation of Nvidia systems as quickly as possible.

And so customers want to race to the next generation as fast as they can.

Jensen Huang says AI agents are transforming how every company works, and that capability and security must advance together.

“AI agents are transforming how every company works, and capability and security must advance together,” said Jensen Huang, founder and CEO of NVIDIA.

Huang says a new industrial revolution is beginning and Europe should produce AI rather than merely consume it to join a thriving AI economy.

We are now at the beginnings of a new industrial revolution. We started [music] the new journey to building a new industry. We're going to have [music] a thriving AI economy here in Europe to be part of this AI economy. You don't want to just be consuming the AI. You want to be producing the AI.

Huang argues Europe's unmatched precision in mechatronics and mechanical systems makes it well placed to build an AI economy and put AI to work.

No country, no region has dedicated itself to making meatronics, electronics, mechanical systems at the level of precision and craft as the European region. Let's work together to build Europe's AI economy and put AI to work.

Huang tried to calm investors by saying CoreWeave's financial strength is improving daily and that concerns about it are misplaced.

financial strength is improving every day.

Huang said demand for AI compute is off the charts, arguing market worries are misplaced.

off the charts.

Huang said Nvidia audited every Megaspeed GPU deployment and believes the US government has done likewise, implying no illegal shipments to China.

We’ve studied all their deployments of our GPUs and counted every one. And I think the US government also has as well.

Huang characterized Nvidia's interactions with Megaspeed and its executive as completely normal, typical of dealings with Chinese customers.

Our relationship, our interactions, have been related to Megaspeed, and it was all completely normal and not unusual.

Huang said Nvidia audited all of Megaspeed's GPU deployments and counted every unit, to show none were illegally shipped to China.

We’ve studied all their deployments of our GPUs and counted every one,

Jensen Huang said Nvidia and Meta are expanding their partnership to optimize end-to-end computing infrastructure for capable, efficient and secure AI agents powering Muse.

NVIDIA and Meta are expanding our partnership to optimize the computing infrastructure end to end for capable, efficient and secure AI agents, so Muse can empower billions of people to achieve more and pursue greater ambitions,

Jensen Huang opposes blanket exemptions from antitrust and product liability law for AI companies, saying tech firms should be judged under existing law.

In a New York Times podcast interview in September, Jensen Huang went further and opposed AI companies obtaining blanket exemptions from antitrust and product liability law, arguing that tech companies should be tested under the existing legal framework.

Original (zh)

黃仁勳9月接受《紐約時報》Podcast訪問時，更表態反對AI業者取得反壟斷與產品責任法的全面豁免，主張科技公司應在現有法律框架下接受檢驗。

Huang says AI agents are a new computing paradigm that shifts computer use from operating applications to working with intelligent agents.

AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf,” said Jensen Huang, founder and CEO of NVIDIA. “This changes how we use computers, from operating applications to working with intelligent agents.

Jensen Huang declared that he believes the industry has already achieved AGI.

“I think we’ve achieved AGI.”

Huang says the world is at the start of a new industrial revolution and AI economy that will transform every company and industry.

We are now at the beginnings of a new industrial revolution, the beginnings of the AI economy. Every single person will use it. Every company will be powered by it. Every industry will be transformed and new ones will be created.

Huang says AI factories now run full agents composed of five elements, and that secure deployment technology like OpenShell is needed.

These AI factories don't just run models anymore. They run entire agents. Models, sandbox, harness, knowledge, and tools. These are the five elements of an agent. We have to create extremely secure technology to deploy these agents safely.

Huang describes NVIDIA as fundamentally an algorithm company whose silicon accelerates CUDA-X algorithm libraries.

What NVIDIA truly is is an algorithm company that designed silicon to accelerate them. At its core are CUDA X libraries. And these CUDA X libraries are algorithms.

Huang predicts every tools company will become an AI company offering optimized agents that use their tools.

Every single tools company will now become an AI company. They'll offer you specially optimized agents that are incredibly good at using their tools.

Huang expects all carmakers to join ride-hailing fleets and positions Hyperion as an industry standard virtual fleet.

Every single car company will want to make their cars part of the ride hailing fleet. And so creating an industry standard Hyperion is essentially a giant virtual fleet.

Huang calls humanoid robotics the next great industry and unveils the Agile 1 reference robot to accelerate development.

The next great industry is humanoid robotics and so we decided to build a reference robot. This is the Nvidia Agile 1 and it'll be the flywheel by which we can accelerate development of robotics

On copper versus optical scale-up, Huang said Nvidia will pursue both.

We're going to do both.

Jensen Huang said demand for neocloud compute capacity is "off the charts."

Bernstein cut its target even as Nvidia CEO Jensen Huang said demand for neoclouds is "off the charts."

Huang says scale-up networking will move to optical, and that more switches will be needed.

Scale up is going to become optical

Jensen Huang says useful quantum computing needs highly complex fault-tolerant systems, and that Nvidia's Jülich results show quantum processors and GPU supercomputers working together to speed discovery of quantum applications.

"Useful quantum computing will require fantastically complex, fault-tolerant systems—and understanding how they behave at scale is essential to building them," said Jensen Huang, Nvidia's CEO and founder. "Our results from Jülich show how quantum processors and GPU supercomputers can work together to tackle research that would otherwise be out of reach—accelerating the discovery of transformative quantum applications."

Huang says the US should keep attracting the world's top talent and ideas.

We want all the world’s great minds to come here, bring their great ideas.

Huang argues AI is a manufacturing industry of token-producing factories, not merely software.

We were early to observe that in fact AI is a manufacturing industry. AI is not just software technology. It is software technology, but not just.

Huang says a 1GW AI factory costs roughly $50 billion all-in.

A 1-gigawatt data center, 1-gigawatt AI factory, costs about $50 billion. Land, power, shell, all of the compute, networking, storage, power, cooling, all connected together, multiple acres of AI factory.

Huang claims Vera Rubin delivers another 30x leap over Blackwell in two years via extreme co-design.

Blackwell was about 30 times faster than Hopper in doing agentic in doing large language model processing. And now, Vera Rubin is another 30 times greater than Blackwell in just 2 years' time.

Huang says DSX Pod, by moving integration into the supply chain, cuts time-to-token from 4-5 months to about one month.

The speed by which we can turn on, go from installation, arrival of computing to production of tokens will go from many months we think something along the lines of 4 to 5 months down to about a month.

Huang rejects the idea that AI ends software, saying tool companies will become agent companies with more users.

some people said that AI is here is going to be the end of software. It's going to be end of tools company. It's exactly the opposite. AI is here, there'll be more users of these tools that we created over time than ever before.

Huang says agents consume enormous tokens but are useful, driving token consumption and GPU demand through the roof.

Agents think, reason, iterate, use tools, and as a result, consume an enormous amount of tokens. But as a result, they become useful. So, more agents are being developed, they're more useful, and they're and therefore they're used by more people

Huang stresses agents must be secure with minimal privileges and constant monitoring, motivating OpenShell.

the most important thing is we have to make sure that the agent is secure. The agent is autonomous. It's an autonomous system that has access to files, has access to resources, networks, access to tools, and we need to make sure that the privileges that we provide this autonomous system is minimal.

Huang predicts every company will use both closed models and customized open models.

Every company in the future will use both closed models as well as open models you customize.

Huang predicts telcos' 100,000 sites and ~100GW will evolve into distributed AI networks.

Every single telco in the future, and I predict this, every single telco in the future, with 100,000 sites representing some 100 gigawatts of distributed telco base stations and data centers will in the future evolve into a distributed AI network.

Huang expects humanoid robots to become the highest-volume robotics configuration and the next major platform.

human robotics obviously has the ability it probably isn't perfect for everything, but it's likely to work for many things. As a result, this is likely going to be the largest volume robotics configuration.

Huang says every carmaker will join ride-hailing fleets, with NVIDIA's Hyperion as an industry-standard robotaxi architecture adding VW, JLR, Volvo and Mercedes.

every single car company will want to make their cars part of the ride hailing fleet.

Huang said Kazakhstan could turn its energy resources into AI production and export intelligence rather than just energy.

Instead of just exporting energy, in the future, you could transform energy into intelligence and export intelligence,

Huang argued that a country's local data embodies its culture and history and is a national resource that belongs to it.

Your country’s data is your natural resource. It belongs to you.

Huang said that with ambition, AI and robotics will lift Kazakhstan and its people.

If you have ambition, and I believe you do, AI will lift your nation,” Huang said. “AI will lift your people.

Huang explained NVIDIA's investment in Higgsfield by stressing that one should invest in founders, not companies.

The first thing and the last thing is you invest in people, not companies,

Huang said he envies today's 18-year-olds because technology is causing a complete reset of the world, and advised learning how AI works.

I envy being 18 years old today… because the world is changing so rapidly, and there’s a complete reset because of technology.

Jensen Huang told CBS Sunday Morning that it would be a privilege to pay California's proposed billionaire wealth tax.

it would be a "privilege" to pay the tax

Jensen Huang believes memory oversupply is unlikely through 2029 despite the recent selloff in memory stocks.

Jensen Huang, in an interview during the GTC conference in Berlin, said that although memory stocks were sold off over the past week on oversupply and weakening demand concerns, a memory supply glut is unlikely before 2029.

Original (zh)

英伟达CEO黄仁勋周四在柏林GTC会议期间接受采访时表示，尽管过去一周内存股因供过于求和需求走弱担忧遭到抛售，但到2029年内存供应过剩不太可能发生。

Huang argued a 1GW AI factory costs about $50B and yields about $40B annually, so a three-month delay costs $10B, pressuring operators to build quickly.

Huang said that a 1-gigawatt AI factory would cost operators about $50 billion to set up. Meanwhile, he estimates that such a facility would generate roughly $40 billion in annual revenue, and that delaying bringing the AI factory online by just three months would result in the loss of $10 billion in potential sales.

Huang said neocloud demand is off the charts, but available capital falls far short of what is needed to build the required capacity.

Nvidia's CEO Jensen Huang said in an interview that demand from "neoclouds," companies that rent out Nvidia-powered computing capacity, 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.

Jensen Huang acknowledged that neoclouds face a capital shortfall, with demand for capital far exceeding supply, though he expressed confidence the funding gap would eventually be resolved.

demand of the capital is much greater than the availability of the capital.

Huang argues Nvidia chips are durable, transferable, productive assets that hold value, citing rising H100 rental prices, and thus can be treated as a financeable asset.

Huang argues that Nvidia's chips retain their value because they're productive, durable assets that can be transferred from one customer to another. Huang pointed out that rental prices for Nvidia's older H100 chips actually increased between Oct. 2025 and March 2026.

Huang said neocloud demand is off the charts, but the capital needed to build the required capacity far exceeds what is available.

Huang said in an interview that demand from "neoclouds," companies that rent out Nvidia-powered computing capacity, 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.

Huang says the new Physical AI industry needs abundant energy and a science- and tech-minded population, and argues Kazakhstan has both.

This new industry requires energy at its foundation; it also requires a population dedicated to science, math, and technology. You have richness in both,