Dwarkesh Podcast
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
April 15, 20261h 43m · 17,236 words
Show notes
I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy! Watch on YouTube; read the transcript. Sponsors * Crusoe’s cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year.
Highlighted moments
The input is electron. The output is tokens. That is in the middle NVIDIA. And our job is to do as much as necessary, as little as possible, to enable that transformation to be done at incredible capabilities.
“Between Hopper and Blackwell, from the transistors themselves, call it 75%. It was three years apart. 75%. Blackwell is 50 times Hopper. My point is, architecture matters.”
“the policy that you're advocating resulted in the American telecommunication industry being policyed out of basically the world to the point where we don't control our own telecommunications anymore.”
“we simulate it all. They're in our simulator provably worse. And so we wouldn't do it.”
Transcript
Transcript not available for this episode yet.
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