Jensen Huang: evaluation

Transcript context

…Okay. I want to ask about China. I actually don’t know what I think about whether it’s good to sell chips to China or not, but I like to play devil’s advocate against my guests. So when Dario was on, who supports export controls, I asked him, why can’t America and China both have a country of geniuses in the datacenter? But since you’re on the opposite side, I’ll ask you in the opposite way. One way to think about it is, Anthropic actually announced a couple days ago Mythos Preview. This model Mythos, they’re not even releasing publicly because they say it has such cyber-offensive capabilities that we don’t think the world is ready until we make sure these zero-days are patched up. But they say it found thousands of high-severity vulnerabilities across every major operating system, every browser. It found one in OpenBSD, which is this operating system that’s been specifically designed to not have zero days. It found one that’s existed for 27 years. So if Chinese companies and Chinese labs and the Chinese government had access to the AI chips to train a model like Claude Mythos with these cyber-offensive capabilities and run millions of instances of it with more compute, the question is, is that a threat to American companies, to American national security? First of all, Mythos was trained on fairly mundane capacity, and a fairly mundane amount of it. By an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. So you just have to first realize that chips exist in China. They manufacture 60% of the world’s mainstream chips, maybe more. It’s a very large industry for them. They have some of the world’s greatest computer scientists. As you know, most of the AI researchers in all of these AI labs are Chinese. They have 50% of the world’s AI researchers. So the question is, considering all the assets they already have—they have an abundance of energy, they have plenty of chips, they’ve got most of the AI researchers—if you’re worried about them, what is the best way to create a safe world? Victimizing them, turning them into an enemy, likely isn’t the best answer. They are an adversary. We want the United States to win. But I think having a dialogue and having research dialogue is probably the safest thing to do. This is an area that is glaringly missing because of our current attitude about China as an adversary. It is essential that our AI researchers and their AI researchers are actually talking. It is essential that we try to both agree on what not to use the AI for. With respect to finding bugs in software, of course, that’s what AI is supposed to do. Is it going to find bugs in a lot of software? Of course. There are lots and lots of bugs. There are lots of bugs in the AI software. That’s what AI is supposed to do, and I’m delighted that AI has reached a level where it could help us be so much more productive. One of the things that is underemphasized is the richness of the ecosystem around cybersecurity, AI cybersecurity and AI security and AI privacy and AI safety. There’s a whole ecosystem of AI startups that are trying to create this future for us, where you have one AI agent that’s incredible, surrounded by thousands of AI agents, keeping it safe, keeping it secure. That future surely is going to happen. The idea that you’re going to have an AI agent running around with nobody watching after it is kind of insane. We know very well that this ecosystem needs to thrive. It turns out this ecosystem needs open source. This ecosystem needs open models. They need open stacks so that all of these AI researchers and all these great computer scientists can go build AI systems that are as formidable and can keep AI safe. So one of the things that we need to make sure that we do is we keep the open source ecosystem vibrant. That can’t be ignored. A lot of that is coming out of China. We ought to not suffocate that. With respect to China, of course we want the United States to have as much computing as possible. We’re limited by energy, but we’ve got a lot of people working on that. We’ve got to not make energy a bottleneck for our country. urse we want the United States to have as much computing as possible. We’re limited by energy, but we’ve got a lot of people working on that. We’ve got to not make energy a bottleneck for our country. But what we also want is to make sure that all the AI developers in the world are developing on the American tech stack, and making the contributions, the advancements of AI—especially when it’s open source—available to the American ecosystem. It would be extremely foolish to create two ecosystems: the open source ecosystem, and it only runs on a foreign tech stack, and a closed ecosystem that runs on the American tech stack. I think that would be a horrible outcome for the United States.…

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