NVIDIA licensed Poolside's model factory and hired 109 employees in a novel $12B reverse-execuhire deal
“Less than 70 people built this model. Less than 115 between engineering and researchers, like, together did this effort”
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Jensen Huang argues America must embrace open source models—including Chinese ones—to win the AI race.
“If we want to win the AI race, it's not about a few tech companies winning that race. This is about every company in America, every industry, every researcher, every teacher, every student, every startup. Everyone wins.”
Jensen Huang says AI is not mysterious—it is understood software, and fears of existential doom are nonsense.
“You may or may not lose a job to an AI. But you will absolutely lose a job to someone who uses AI.”
AI is now valuable because it does paid, useful work, making it the fastest-growing software business ever.
“We love people who are know-it-alls, but we don't pay them for it. We pay for people who do work.”
You won't lose your job to AI, but to someone who uses AI.
“You may or may not lose a job to an AI. But you will absolutely lose a job to someone who uses AI.”
NVIDIA's Jensen Huang frames the AI factory as the largest infrastructure buildout in history and the best enterprise investment of the next decade.
“you can't think if you don't generate words”
Agentic AI's autonomous reasoning has driven compute demand 100-1000x higher, going 'parabolic,' says Jensen Huang.
“One engineer, a really good engineer today is working with an agent, but a really great engineer in the future is going to be orchestrating a whole bunch of agents who are going to be orchestrating a whole bunch of sub aents to do work.”
NVIDIA CEO Jensen Huang frames himself as a 'responsible optimist' who absorbs AI's risks so society can benefit from the technology.
“I'm going to do my work so incredibly seriously that what they get to enjoy is my optimism.”
Jensen Huang reveals NVIDIA's founding technology was 'exactly wrong,' requiring a critical 1995 pivot
“the choice of our technology that we started the company with was absolutely wrong”
Huang frames AI compute as a third world-cocooning layer—after electricity and the internet—producing intelligence as a commodity.
“Electrons now comes into our machine comes in this factory and what comes out are numbers.”
South Korean President Lee met with NVIDIA CEO Jensen Huang before the San Francisco AI Summit