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Jensen Huang

Jensen Huang

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About Jensen Huang

Jensen Huang is the founder and CEO of NVIDIA, the company that accidentally became the backbone of AI. His bet on GPU computing for machine learning has made NVIDIA one of the world's most valuable companies.

Career Highlights

  • NVIDIA (1993-present): Co-founder and CEO
  • GPU computing pivot (2006): CUDA launched, enabling general-purpose GPU computing
  • AI bet (2012): Recognized deep learning would need massive parallel compute
  • $3 trillion company (2024): Briefly the world's most valuable company

Notable Positions

On the Five-Layer AI Stack

Jensen's framework for AI competition:

  1. Energy - China has 2x US capacity
  2. Chips - US is "generations ahead" but 4-8x higher manufacturing costs
  3. Infrastructure - China can build a hospital in a weekend; US data centers take 3 years
  4. Models - US leads frontier by ~6 months; China dominates open source
  5. Applications - 80% of Chinese believe AI will do good; US is inverted

On the Energy Constraint

"Half a trillion dollars of AI supercomputers are planned for Trump's term, but without energy growth, it's just blueprints. The US can't rely on the power grid - must build behind the meter."

On the China Ban

"Nvidia is banned from China by both sides, conceding the world's second-largest AI market. Meanwhile, Huawei is doubling revenue annually while Western semiconductors grow 20-30%."

Key Quotes

  • "Energy is layer zero."
  • "Data center GPUs have 1.5M parts and consume 200kW."
  • "The US needs to compete in China, not just defend."