No Priors: Artificial Intelligence | Technology | Startups NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
492 snips
Jan 8, 2026 
Jensen Huang, CEO of NVIDIA and a visionary in accelerated computing, engages in a dynamic discussion about AI and robotics. He reveals surprising advancements in reasoning and the profitability of inference tokens. Huang argues that AI will enhance job creation through new industries and solve labor shortages with robotics. He also addresses the importance of open source in maintaining competitive advantages and refutes the idea of a looming AI bubble. The conversation covers optimism in geopolitics and the future of diverse AI applications.
AI Snips
Chapters
Transcript
Episode notes
Reasoning And Grounding Breakthroughs
- 2025 delivered major leaps in grounding, reasoning, and model-router integration that reduced hallucinations and improved answer accuracy.
- Jensen Huang sees profitable inference tokens and multiple exponential growths across modalities as signs of durable progress.
AI As Continuous Token-Generating Infrastructure
- AI creates persistent token demand because it generates fresh outputs every time and needs vast compute 'factories'.
- This requirement spawns three new industries: chip fabs, supercomputer plants, and AI data centers, driving skilled labor demand.
Build Infrastructure To Capture Jobs Now
- Invest in building chip fabs, supercomputer infrastructure, and AI data centers to capture near-term job and demand growth.
- Train electricians, plumbers, and technicians since these roles will see immediate pay and hiring increases.