Squawk Pod Nvidia CEO Jensen Huang 10/8/25
10 snips
Oct 8, 2025 
Jensen Huang, the visionary CEO of NVIDIA, leads the charge in AI infrastructure. He dives into the company's strategic investments in projects with OpenAI and xAI, emphasizing the ever-pressing U.S.-China AI competition. Huang discusses recent profitability trends in AI models and what they mean for future demand. He advocates for a nuanced U.S. chip export strategy, while also reflecting on talent retention in a post-wealth corporate culture. Get insights on how AI's evolution shapes the hardware landscape and NVIDIA's role in this fast-paced world!
AI Snips
Chapters
Transcript
Episode notes
NVIDIA Is A Full-Stack AI Infrastructure Provider
- NVIDIA builds the full AI infrastructure stack from CPUs to networking and software, not just individual GPUs.
- Selling entire systems directly enables preparing customers for self-hosted hyperscaler operations.
How NVIDIA Met OpenAI Early
- Jensen recounted delivering the world's first AI supercomputer, DGX1, in 2016 to a San Francisco nonprofit that became OpenAI.
- That early relationship evolved into direct system sales and partnership opportunities years later.
Plan For A Long, Multi‑Trillion Build-Out
- Expect a multi-trillion dollar, multi-year AI infrastructure build-out and plan capacity accordingly.
- Support hyperscalers and new AI model builders because their growth creates sustained hardware demand.