observation · 23 Mar 2026 · 46:05

Jensen Huang builds trust with supply chain partners by explaining plans in detail, allowing questions, and reasoning from first principles.

I first explain to them what's going on, why it's gonna happen, and then I ask 'em to make several billion dollars of capital investments each. And because they, you know, they trust me and I'm very respectful of 'em, and I give 'em every opportunity to question me and I spend time to explain things to people and I reason about it. I draw on pictures and I reason about it in first principles.

Watch at 46:05