Jensen Huang: commitment

Transcript context

…How far down the supply chain do you go? Do you go to ASML and say, “Hey, if I look out three years from now, for Nvidia to be generating two trillion a year in revenue, we need way more EUV machines”? Some of them I have to directly, some of them indirectly, and some of them… If I can convince TSMC, ASML will be convinced. We have to think about the critical pinch points. But if TSMC is convinced, you’ll have plenty of EUV machines in a few years. My point is that none of the bottlenecks last longer than a couple of years, two, three years, none of them. Meanwhile, we’re improving computing efficiency by 10x 20x, and in the case of Hopper to Blackwell, 30x to 50x. We’re coming up with new algorithms because CUDA is so flexible. We’re developing all kinds of new techniques so that we drive efficiency in addition to increasing capacity. None of those things worry me. It’s the stuff that’s downstream from us. Energy policies that prevent energy from… You can’t create an industry without energy. You can’t create a whole new manufacturing industry without energy. We want to reindustrialize the United States. We want to bring back chip manufacturing, computer manufacturing, and packaging. We want to build new things like EVs and robots. We want to build AI factories. You can’t build any of these things without energy, and those things take a long time. More chip capacity, that’s a 2-3 year problem. More CoWoS capacity, 2-3 year problem. Interesting. I feel like I have guests tell me the exact opposite thing sometimes. In this case, I just don’t have the technical knowledge to adjudicate.…

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