Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

Jensen Huang (0:00)

This is an existential issue for us.

Brad Gerstner (0:02)

We could easily stop, but if we stop today, we lose.

Jensen Huang (0:05)

Functionality, capability, safety, security, they're all at exactly the same place. Priority number one.

Brad Gerstner (0:21)

It's our third pod back together. In the last 10 days, you've been at the Shee State Dinner at the White House.

You were at the White House Summit, where we did the accord on superintelligence. Just yesterday, you were there with your parents when the president presented you with the National Medal of Science.

Jensen Huang (0:39)

You were the only investor at the table. You were the only investor at the table, now that we reflected on it.

Brad Gerstner (0:48)

Tell me, being there with your parents yesterday, it struck me five out of the six people on stage were all born outside of the United States. How did that feel?

Jensen Huang (1:01)

Well, first of all, it's a great honor all by itself.

It's a reflection of the contribution that the company has made.

Obviously, we created, we invented a new computing model. This is probably the most pervasive computing model in the world today. It's the only computing architecture that's in every cloud. It's in every computer company. It's used in every field of science.

It's used by gamers. It's used by creators and builders and it's used by scientists. It powers intelligence. I mean, if you take a step back and you look at what the company has accomplished, we started out building a graphics chip for gamers. And I'm still proud of that, of course. And we now shipped 1.5, 1.67 billion units. That's how many generations of, I mean, I raised generations of scientists and kids and designers. And so, I think the impact that, and here we are, we're the infrastructure that powers the intelligence of society. And so, it's an incredibly proud moment for me to receive the award on behalf of the company. Now, for my parents, I wanted them to go, and I gave them literally 24 hours of time, and they don't travel that much. They don't travel that much. And my dad didn't even have a suit.

Brad Gerstner (2:21)

Wow.

Jensen Huang (2:21)

Yeah. So, he ran out and bought a suit, and…

Brad Gerstner (2:25)

He looked great. They looked great. Yeah.

Jensen Huang (2:27)

It was a brand new suit, and he showed up. I didn't realize he had a suit. I thought we were just going to wear some shirt. And so, he went out and bought a suit.

My mom got a new dress, you know, and literally in 24 hours.

Brad Gerstner (2:41)

Yeah. Oh, I know how it works. Oh, my gosh.

Jensen Huang (2:44)

It's incredible.

And so, we chartered a plane for them, got them there. And they were so happy to meet the president.

And President Trump walked my mom because she has a hard time walking. And the two of them were walking off stage. And he held her and walked her down the stage. And they were just incredibly, incredibly proud to meet her, meet him. And, but for them, it's their American dream. You know, my dad, I still remember, I think I was like five years old or something like that. And he had just come back from the United States on a business trip. He was working for an air conditioning company.

Brad Gerstner (3:24)

And you were living in Taiwan.

Jensen Huang (3:25)

We were at the time, we had just moved to Thailand. And, oh no, no, we were just about to move to Thailand. And we were in Taiwan. He had come back. And he was in the United States working for a company called Carrier, their air conditioning company. And he was here for training. And of all the places in the world, they landed him in New York. And so you can just imagine a kid in the late 20s, I guess late 20s, and never been outside of Taiwan, goes to the United States, New York City, of all places. And he saw the future of the future. And he came back, mind blown.

All the things that he bought at the airport and brought it back.

He brought chocolate. He brought that cheese that you have in a tube back in the old days. It's kind of like string cheese.

Brad Gerstner (4:17)

String cheese comes in a tube. That's great.

Jensen Huang (4:20)

And he brought back all kinds of strange things. And he says, we should go there someday.

And the first opportunity they had, they sent my older brother and I to the United States. And it was his dream.