Jensen Huang: belief

Transcript context

…Okay, stepping back, it has to be the case that China is able to build enough 7nm capacity. And remember, they’re still stuck on 7nm while you’ll move on to 3nm and then 2nm or 1.6nm with Feynman. So while you’re on 1.6nm, they’re still going to be on 7nm, and they have to produce enough of it to make up for the shortfall. They have so much energy that the more chips you give them, the more compute they’d have. So it comes out as a question of, ultimately they are getting more compute. Compute is an input to training and inference— Listen, I just think you speak in absolutes. I think the United States ought to be ahead. The amount of compute in the United States is 100x more than anywhere else in the world. The United States ought to be ahead. Okay. The United States is ahead. Nvidia builds the most advanced technologies. We make sure that the US labs are the first to hear about it and have the first chance to buy it. And if they don’t have enough money, we even invest in them. The United States ought to be ahead. We want to do everything we can to make sure the United States is ahead. Number one point, do you agree? We’re doing everything we can to do that. But how is shipping chips to China keeping the US ahead if they’re bottlenecked on compute?…

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