Bloomberg Talks Nvidia CEO Jensen Huang Talks Earnings, AI Growth Outlook, China Market
May 29, 2025
Jensen Huang, CEO of NVIDIA, shares insights on the company's recent earnings and his bullish outlook for AI growth. He dives into the intricate dynamics of the AI market in China and discusses how U.S. chip curbs affect both local and foreign tech firms. Huang emphasizes the need for revitalizing the American tech landscape through competitiveness and immigration reform. He also highlights innovative partnerships with companies like Tesla, driving advancements in self-driving tech and humanoid robots, suggesting a future filled with AI-driven possibilities.
AI Snips
Chapters
Transcript
Episode notes
AI Inference Demand Surges
- AI inference demand is exploding due to breakthroughs in reasoning AI and popular AI services like ChatGPT.
- NVIDIA's new architectures like Blackwell optimize this workload perfectly, driving strong growth despite supply challenges.
China's AI Market Importance
- The China market is the second-largest AI market with the most AI researchers globally.
- US restrictions limit NVIDIA's ability to serve that market fully, while Chinese tech advances rapidly in parallel.
Huawei's AI Chip Competitiveness
- Huawei's AI accelerator technology is estimated to be roughly comparable to NVIDIA's H200.
- Huawei's Cloud Matrix system scales beyond NVIDIA's latest generation, reflecting China's rapid AI chip advancements.