Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump) — Transcript
Full transcript
- 0:00Some people call it vision. Vision is an
- 0:03awfully big word to me because I I
- 0:04believe first of all vision matters.
- 0:07[music]
- 0:09>> We preempted the weekly show. And
- 0:12there's only three people we preempt the
- 0:14show for. President Trump, Jesus, and
- 0:17Jensen. [laughter]
- 0:18>> The number one [music] podcast in the
- 0:20world.
- 0:20>> That's Jensen Wong.
- 0:21>> He's the founder, president, CEO of
- 0:22Nvidia.
- 0:23>> Whether you know it or not, his
- 0:24decisions are shaping your future.
- 0:26>> Nvidia is the most important stock in
- 0:28this market. Jensen is arguably the best
- 0:30executive in history.
- 0:31>> Revenue [music]
- 0:32exploded 97% year-over-year.
- 0:34>> Not only is demand already strong, is
- 0:36actually accelerating. Nvidia is the
- 0:38only computing platform that is a full
- 0:41stack AI [music] factory. A GPU is like
- 0:43a time machine because it lets you see
- 0:45the future sooner. And if we could see
- 0:47the future and we can predict the
- 0:49future, then we have [music] a better
- 0:50chance of making that future the best
- 0:53version of it.
- 0:55>> Please welcome Jensen Hang.
- 0:58>> [music]
- 1:01>> Oh, we got a standing O on the way in.
- 1:04>> Oh, come on.
- 1:05>> Standing O.
- 1:07>> Standing O on the way in.
- 1:10>> There's our guy. [laughter]
- 1:12>> Ladies and gentlemen, GPU Jesus.
- 1:19>> They love you.
- 1:20>> They love you.
- 1:21>> Thank you. I love you back. Number one
- 1:23podcast in the world.
- 1:25>> In the world.
- 1:25>> Absolutely.
- 1:26>> Wow. We like the new jacket.
- 1:28>> Well, you know, you auctioned the open.
- 1:30>> I just I felt you guys needed some
- 1:32energy.
- 1:33>> Yes. This is the
- 1:34>> I know we're talking about serious stuff
- 1:36here, but we need to talk about it with
- 1:38energy. Yes.
- 1:39>> Let's uh let's start with this uh essay
- 1:42from this weekend.
- 1:43>> Which one? [laughter]
- 1:46>> Let's start with Daario's essay because
- 1:47>> was Hemingway involved? [laughter]
- 1:50>> Actually, did anybody run it through
- 1:51Pangram? I don't even know how much of
- 1:53it was AI helped, but that was a pretty
- 1:57incredible thing. And then I think what
- 1:59a lot of people were surprised by was
- 2:01the coalesing of the frontier labs
- 2:03around the essay itself. Just Jensen
- 2:05unpack what happened, how you read it,
- 2:08how you interpreted it, and then we'll
- 2:10get into some details that were inside
- 2:11of it. But maybe just the highle
- 2:13thoughts to kick it off.
- 2:14>> Well, first of all, there were a lot of
- 2:15stuff in there.
- 2:16>> Yeah. and and uh uh first there is a
- 2:20there's a part about about safety which
- 2:22we have to take very seriously. Safety
- 2:24is paramount. Obviously um uh safety and
- 2:28leadership are not false. They're false
- 2:30choices. You're you're able to innovate
- 2:33quickly. You're able to execute quickly
- 2:35and and uh America's able to lead and to
- 2:39do it safely. I think those are those
- 2:40are false choices but safety is
- 2:42obviously important. Uh there's a matter
- 2:44of of internal control that I think he
- 2:48was speaking to. Uh obviously the the
- 2:50coxin uh whistleblower is very serious
- 2:53matter. When whenever you have a
- 2:55whistleblower, you got to take it very
- 2:56seriously. I thought Coxin
- 2:58[clears throat] had great courage uh to
- 3:00uh put out put out uh uh what his
- 3:03concerns were. Um and even then there
- 3:05were some issues that were kind of
- 3:06conflated within that. Uh I think the
- 3:08the the whistleblowing is is fine. I
- 3:11think the the uh scientific prediction
- 3:15uh about the future uh is less aligned
- 3:18because it's not grounded on science
- 3:20obviously and um uh it it was expressed
- 3:23by a scientist but it was obviously not
- 3:24grounded on science and and so I take I
- 3:26take issue with that but obviously the
- 3:28whistleblower part of it uh [snorts] you
- 3:30know I I think there's just a whole
- 3:31bunch of stuff uh pausing uh uh pacing
- 3:38those are all the voluntary things that
- 3:40they could do if they feel that their
- 3:41company is out of control. Uh if Coxin
- 3:44saw something, you know, obviously we
- 3:46didn't we don't know what Coxin saw,
- 3:48>> but he if he saw that the company was
- 3:51out of control
- 3:52>> and maybe it's a transition from uh uh
- 3:56research to engineering. As you know,
- 3:58these labs are research are
- 4:00transitioning from research to
- 4:01engineering. Extraordinary talent,
- 4:03extraordinary engineering. Um but
- 4:05obviously engineering is different than
- 4:07research. Maybe that transition is
- 4:09clumsy. you know, I don't we don't know
- 4:10what what he saw and ultimately only he
- 4:12knows. Um, but if there was a a matter
- 4:15of lack of control, that's a different
- 4:16topic. Um, how should the government
- 4:18deal with it? Now all of a sudden, uh,
- 4:20regulation and reg I mean it just covers
- 4:23everything in one blog.
- 4:24>> Can you just help us sort of unpack? We
- 4:25we play we tried to play this game
- 4:27actually this week on the pod and it was
- 4:28difficult which is how do you describe
- 4:31like you know my mom calls me and she's
- 4:33like Jimoth what is this whole
- 4:35civilizational death thing? I don't know
- 4:37how to explain it to her. So when you
- 4:39have very smart people like that
- 4:41quantize it and quantify it, I think
- 4:43that's probably what's perturbing to
- 4:45some people. They're like, "What does
- 4:46that mean, 10% of extinction?" Nobody
- 4:49knows how to explain that to the average
- 4:51person how that's even possible. Well,
- 4:53first of all, we shouldn't
- 4:56uh because it's made up. Uh first of all
- 4:58I think that [laughter]
- 5:01[applause]
- 5:03we shouldn't because we it's made up and
- 5:05these are these are well educated uh
- 5:08they're called researchers um obviously
- 5:12they're working in a lab and so the
- 5:14confluence of these words and then and
- 5:17then and then the prediction is alarming
- 5:19and troubling and it shouldn't be done.
- 5:21It's it's it's irresponsible. Now the
- 5:23fact of the matter is let's go back and
- 5:24look at the real facts. The facts are uh
- 5:27there was a prediction that in 5 years
- 5:29time radiology will be completely taken
- 5:32over by artificial intelligence and
- 5:33there'll be no radiologists in the
- 5:34world. That has proven to be exactly the
- 5:37opposite. We need more radiologists than
- 5:39ever in the world. However, AI has taken
- 5:41over radiology completely which is great
- 5:44is automated scan reading which is
- 5:45great. Um uh there was a prediction that
- 5:48within 6 to 12 months, wasn't it just
- 5:50last year? Within 6 to 12 months, uh 90%
- 5:54of code would already be generated uh by
- 5:57AI. That has turned out to be wrong. Uh
- 6:00within 6 to9 months, that was predicted
- 6:02last year, 50% of entry jobs will be
- 6:04wiped out. That has proven to be wrong.
- 6:07Uh let's see what else. What else has
- 6:08proven to be wrong? I mean, all of these
- 6:10predictions have been wrong,
- 6:12>> right? Well, that GPT2 would be too
- 6:16unsafe to release. That llama 3 would be
- 6:18too unsafe to release.
- 6:19>> Oh, one.
- 6:20>> Yeah, we've heard the
- 6:21>> half of white collar jobs would be gone
- 6:23next year.
- 6:23>> The jobs apocalypse. Yeah.
- 6:25>> We have to take accountability. We have
- 6:28to take account for all of the stupid
- 6:30predictions that were made,
- 6:32>> right?
- 6:33>> Somebody has somebody has to take Yeah.
- 6:36[applause]
- 6:37>> And and so we ought to just keep track
- 6:39of all that. And of course people do and
- 6:42remind us that those those predictions
- 6:45are inconsistent
- 6:47with ultimately America winning the AI
- 6:50race.
- 6:51>> The short form for that is some people
- 6:52are saying you know they say trust the
- 6:54[clears throat] experts and they used
- 6:56the analog of co which again started
- 6:58with people that were researchers
- 7:00educated people that had an asymmetric
- 7:02awareness of the thing that the rest of
- 7:03us did not saying things that ultimately
- 7:06turned out we find out in facts uh not
- 7:09to be true. Um, and so there's this war
- 7:12that's happening right now between the
- 7:14trust the experts movement and the, you
- 7:16know, well, let's just look at the
- 7:17actual history of these predictions and
- 7:19let's just think more methodically.
- 7:22Where is this coming from? Because it's
- 7:25coming from inside the places that's
- 7:26actually making it. Like what do you
- 7:28think is the psychological makeup or
- 7:29what is the real incentive? Maybe it's a
- 7:31business incentive, maybe it's a
- 7:32political incentive. Can you just maybe
- 7:35guess or how do you how do you think
- 7:36about what's why they're doing this?
- 7:38Well, first of all, I got to tell you
- 7:39these [clears throat] are some of the
- 7:41most consequential companies in history.
- 7:43Uh, uh, extraordinary engineers,
- 7:45extraordinary researchers, uh, really
- 7:47fantastic work. Um, [clears throat] uh,
- 7:50on the one hand, uh, I work very closely
- 7:52with them as companies to companies. Uh,
- 7:55on the other hand, uh, we have to have
- 7:58conversations like this in public. And
- 8:00it's really unfortunate. And I I think
- 8:02that that these these companies um
- 8:05really ought to be built the way that we
- 8:07used to build companies, which is in
- 8:09silence,
- 8:10>> right? You know, and
- 8:13so wait, wait, Jensen, you don't allow
- 8:15anybody in your organization to speak
- 8:17for the entire organization, especially
- 8:19when they're having like a bad weekend
- 8:21or they rage quit. They're they're not
- 8:22allowed to tweet on your behalf and the
- 8:24organization's behalf. No, because well
- 8:27that's that's what they decided when
- 8:29they came to work for us and we told
- 8:31them uh these are this is the way you
- 8:33behave when you work in our company and
- 8:35and uh if you would like if you like the
- 8:37culture of our company um uh which as
- 8:40you know the NVIDIA culture and the
- 8:41NVIDIA employee base uh incredibly
- 8:44happy. Yeah. uh they like the fact that
- 8:46the company is consistent, that we're
- 8:48stable, that our core values are
- 8:50consistent with taking care of the
- 8:52families and creating the conditions by
- 8:53which they can do their life's work. Uh
- 8:56that we do meaningful work, we do it we
- 8:58do it as quietly as we can and uh we
- 9:01contribute to everybody else's success,
- 9:02which we're very proud of. And so those
- 9:05kind of core values people are attracted
- 9:06to. Um but when you come and work in our
- 9:09company, there are also some things that
- 9:11we don't appreciate that you do. Like
- 9:13for example, we don't welcome uh
- 9:15political discourse in our inside our
- 9:17company. Take it home. You guys talk
- 9:19about politics outside the company. Um
- 9:22we
- 9:23>> Yeah. [applause]
- 9:27>> Uh we we are um the company is an
- 9:30a-olitical company. You know, we're
- 9:32bipartisan. We want America to succeed
- 9:35and and um uh we want we want uh
- 9:38whatever uh government is in place uh
- 9:41we'll do everything in our power to help
- 9:42America succeed. And so so the the
- 9:45discourse about about uh about race and
- 9:50religion and politics and all of that
- 9:53stuff we tell people do it outside the
- 9:56company. It's not not for us.
- 9:58>> In terms of u maybe AI regulation then
- 10:00more narrowly. Um Satya was here this
- 10:02morning and what he said is you know
- 10:04before we talk about regulation that
- 10:06could really styy things why don't we
- 10:07just get some basics right? Why don't we
- 10:09get measurement right? Why don't we get
- 10:10standardization right? Right. Um where
- 10:13do you land on
- 10:14>> get engineering right?
- 10:15>> Get the engineering right. Right.
- 10:16Translate the research in a more
- 10:17predictable way so that we're not
- 10:18fear-mongering. Keep it inside until
- 10:20we're ready to expose it. Um what do you
- 10:22think the right response is? You know
- 10:24Demis had a proposal which was sort of
- 10:25this more FINRA like organization. It's
- 10:28not clear what Daria wants. This
- 10:30transnational mutated thing that has
- 10:33some sort of control. Where do you land
- 10:35on this? The sort of perspective of what
- 10:37what do we need right now?
- 10:38>> You know, regulation should solve actual
- 10:41problems.
- 10:42And so the question is what actual
- 10:44problems have we enjoyed,
- 10:45>> right? And and um if you look at look at
- 10:49the actual problems um all of the actual
- 10:52problems so far have come from the labs.
- 10:55And the reason for that, the reason for
- 10:57that and and just in their defense, the
- 10:59reason for that is because they have the
- 11:00most compute,
- 11:01>> right?
- 11:02>> And the reason for that is because
- 11:03they're trying to solve uh the frontier
- 11:06problems. And so in their defense and so
- 11:09it's sensible that that um the labs, the
- 11:13frontier labs will be where the most
- 11:16danger come from. It is unlikely that a
- 11:19high school student uh did something
- 11:21because they just simply won't have
- 11:23enough compute,
- 11:24>> right? And so uh it's unlikely that a
- 11:26startup will be the reason because they
- 11:28won't have enough compute. It's it's uh
- 11:30they you know in fact you could look
- 11:32across the planet and everybody won't
- 11:33have enough compute with the exception
- 11:35of the frontier labs. And so so now the
- 11:38question is if you look at what actually
- 11:39happened um and they're doing pioneering
- 11:42work. It's really very hard. Um they're
- 11:44transitioning from research to
- 11:46engineering. Um, I could imagine and
- 11:48they're they're they're they're
- 11:49obviously building some of the most
- 11:51consequential technology and companies
- 11:53in the world. Uh, they're building their
- 11:55company, they're building their culture,
- 11:57they're building the technology, they're
- 11:58building engineering, they're building
- 11:59products all at the same time. And so I
- 12:01I can understand it's a little bit hair
- 12:03on fire. Um, uh, but nonetheless,
- 12:07the four incidents from one lab, the one
- 12:09giant incident from the other lab, um,
- 12:12the first thing that you have to do is
- 12:14just root cause the problem from an
- 12:15engineering perspective. what happened,
- 12:18>> what could we have done differently and
- 12:21what are we going to in to implement and
- 12:23institutionalize whether it's technology
- 12:25or methods or processes and make sure
- 12:27that we don't let it happen again. Now,
- 12:30I would bet you money that in every
- 12:32single one of those cases is within
- 12:34their control
- 12:36in the future to prevent it
- 12:39because the alternative if it's not in
- 12:42their control and I'm sure that they are
- 12:44I'm sure I'm I'm sure that I'm sure
- 12:45those four four incidents won't happen
- 12:47again. Um they I'm sure they root caused
- 12:49it and fixed it. I'm sure uh they have
- 12:52now technology
- 12:54for you know sandboxes and run times and
- 12:57monitors and continuous in continuous
- 13:00monitors and you know and so I'm I'm
- 13:02certain they have much much better
- 13:03technology now the alternative is also
- 13:07unlikely which is for them to say look
- 13:10we had these incidents after we're done
- 13:14analyzing it we came to the conclusion
- 13:16we don't know anything that happened and
- 13:18we have no idea how to control it and
- 13:21we're asking society for help.
- 13:23>> Yeah.
- 13:23>> Now, if that's the case, then we ought
- 13:25to, you know, a bunch of bunch of
- 13:27companies with engineers ought to send
- 13:29engineers in. I mean, and we should
- 13:31advise them if we can, but I doubt it. I
- 13:33think they they have extraordinary
- 13:34people. They got this handled.
- 13:35>> But we we're not operating in a vacuum.
- 13:37[clears throat] David, last night you
- 13:38informed me that there is a Chinese lab,
- 13:40the makers of GLM, who are going to put
- 13:42three billion towards a recursive
- 13:44self-improvement run. So, maybe you
- 13:46could tee that up for J.
- 13:48>> Well, that's what was announced. Yeah.
- 13:49zpoo.com the founder just raised 5
- 13:51billion and said that one of their
- 13:52priorities is going to be trying to get
- 13:54to recurs you know uh AI that trains the
- 13:59next AI and to try and automate as much
- 14:01of that as possible. Um yeah I think
- 14:04that I mean
- 14:04>> well this is the new sexy phrase but as
- 14:06[snorts] you guys know RSI is a
- 14:09combination of a system of ideas.
- 14:13It's um it starts everything with in
- 14:15context stuff. It starts with skills. It
- 14:18starts with reflection. It starts with,
- 14:20you know, reinforcement learning and
- 14:21synthetic data generation. And these are
- 14:23all very sensible ideas that causes AI
- 14:27to get better at solving a problem, you
- 14:30know, over time. And you could also have
- 14:33uh low rank, you know, all of that stuff
- 14:36doesn't include the weights. Uh you
- 14:38could actually improve the weights and
- 14:39it's called Laura. uh Laura could be
- 14:42could be improved in synthet synthetic
- 14:44data generation reinforcement learning
- 14:45enhance it without training the the base
- 14:48model itself and then over time uh you
- 14:50could train the base model again with
- 14:52all of that experience and and so I I
- 14:54think I think it's a sensible thing that
- 14:57that you're going to use the technology
- 14:59uh to enhance productivity of all kinds
- 15:02of tasks including building AI. I think
- 15:05that's a very logical idea and and I'm
- 15:07I'm certain that everybody is using it
- 15:09in some degree. It's just this phrase is
- 15:12now being used um to weaponize the
- 15:16technology in some way and maybe to turn
- 15:18the
- 15:18>> as if it's going to spiral out of
- 15:20control is the impression they're trying
- 15:23to give. But you don't believe that's
- 15:24real?
- 15:25>> No. No, of course not. And the reason
- 15:26for that is because you could RSI all
- 15:28day long inside your company, but when
- 15:31you release a product, you've got to
- 15:33evaluate it, don't you? You have to test
- 15:34it again, don't you? You have to make
- 15:36sure that there's no regression, right?
- 15:38And so the basic process of control.
- 15:43These labs are going to as they move
- 15:44from labs to engineering, they will have
- 15:46much much better control,
- 15:48>> right? And when they have much better
- 15:50control that and control comes from
- 15:52methods and knowledge and practice and
- 15:54tools and technology all of those things
- 15:56that leads to better control
- 15:58verification and evals
- 16:00>> it's going to enable RSI to be done
- 16:03inside the company and for good products
- 16:05to be released outside.
- 16:05>> Let's talk about uh open source for a
- 16:07second. I mean this hugging face we we
- 16:09were communicating about this and I said
- 16:11it's going to be one of the most
- 16:12consequential
- 16:13um
- 16:15acquisitions. I don't even want to call
- 16:16it a transaction because I think it's
- 16:18more important than that. Um, give us
- 16:21your first principles explanation of
- 16:23open source versus closed source versus
- 16:25open weights and how the ecosystem
- 16:26should fit together over time.
- 16:28>> The world needs both closed models and
- 16:31open models. Um, you want you want to
- 16:33use I use as much closed models as I
- 16:35can. This weekend I I used four of them
- 16:37and and [clears throat] uh they work
- 16:39terrifically. They're frontier. They're
- 16:40great experience. They right they work
- 16:42incredibly well. They're getting better
- 16:43all the time. Uh, and and the way I
- 16:46think about closed closed closed models
- 16:48is kind of like bottled water. You know,
- 16:52water is free, you guys. I don't know if
- 16:54I've told you guys, but water is free. I
- 16:56I don't want to, you know, burst
- 16:57everybody's bubble, but water's free.
- 16:59And this morning, I used a lot of free
- 17:00water taking a shower. And so, you use
- 17:04the right water in the right places. And
- 17:06this is no different than electricity.
- 17:08This is, you know, this is no different
- 17:09than all kinds of commodities that we
- 17:11use in the world. You need both. Now in
- 17:13the case of open the reason why that you
- 17:16need it is because it could be for
- 17:18sovereignty reasons, privacy reasons, um
- 17:20proprietary technology reasons. Look at
- 17:23the facts. The facts are in the last 6
- 17:26months
- 17:27$400 billion of venture funding went
- 17:30into AI native companies.
- 17:32>> 80% of them use open models. If not for
- 17:35open models, how could they build their
- 17:38dream,
- 17:39>> right?
- 17:39>> Because their dream could be different.
- 17:41Obviously, it'll be different than the
- 17:43labs, the frontier labs dreams. And
- 17:45there's America has so many different
- 17:47ways to innovate. That's one of our core
- 17:49strengths. Great ideas just coming out
- 17:51of the fountain. And and so open models
- 17:54enables that. Open models enables every
- 17:57single if we want to win the AI race.
- 17:59It's not about a few technology
- 18:01companies winning the AI race. It's
- 18:03about every company in America. Every
- 18:06comp, every company, every industry,
- 18:08every researcher, every teacher, every
- 18:12student, every startup, everybody wins.
- 18:16Some of them will use closed models. A
- 18:18lot of them will use open models.
- 18:20There's 10 million
- 18:22>> Does it matter?
- 18:23>> Well, let me just ask, does it matter if
- 18:24the model the open models come from
- 18:26China or the US?
- 18:28>> Well, we're doing everything we can um
- 18:31to make a contribution in open models.
- 18:34However, the moment you download, like
- 18:37for example,
- 18:39probably the vast majority of the
- 18:41world's contribution to open source
- 18:43today is coming from China. They just
- 18:45have a lot more engineers. They produce
- 18:47everything in large scale because it's a
- 18:49larger country. And so they produce
- 18:51science and math students in volume,
- 18:53>> right?
- 18:54>> That's one of our disadvantages, right?
- 18:55>> They're manufacturing them through
- 18:57amazing universities like Chinua
- 18:59University in high volume. Well, they
- 19:01contribute to open source today. We
- 19:03download Linux. We download Kubernetes.
- 19:06We download all the software. A lot of
- 19:08it has been touched by Chinese. And once
- 19:11you download it, it's yours. We fork it.
- 19:13We improve it. We make it ours. And so
- 19:16we when you download one of these
- 19:18Chinese models, it just happens to be
- 19:20made by some really great researchers in
- 19:22China, but it's now yours. Whatever you
- 19:26want to do with it.
- 19:26>> So what exactly is the race?
- 19:29the race.
- 19:30>> Yeah,
- 19:31>> I think that's that's a really good
- 19:33point. My point is the race is really
- 19:36about who exploits the technology best.
- 19:40You know, the last industrial
- 19:41revolution, all of the inventors were
- 19:44Maxwell, Volulta, Ampier. None of them
- 19:47were American.
- 19:48They were right. The last industrial
- 19:50revolution came from Europe. But we
- 19:53exploited it. We took advantage of it
- 19:55socially better than anybody else in the
- 19:58world. Look how it turned out for us. I
- 20:00want to make sure that this next
- 20:01generation happens just like this.
- 20:03>> Yeah. Yeah.
- 20:04>> So why why are the communists getting
- 20:06their message out so successfully here
- 20:08right now?
- 20:11[laughter]
- 20:14[clears throat]
- 20:14>> You know I I think first of all the
- 20:16narrative is much more practical.
- 20:20The narrative is much more practical.
- 20:22Nobody's in China is saying that there's
- 20:24end of this and end of that and you know
- 20:28cataclysmic this and you know
- 20:30>> doom or that
- 20:31>> doom or that.
- 20:32>> They're much more pragmatic about it.
- 20:33They see AI as a technology that's going
- 20:35to advance their economy, advance their
- 20:37society and they don't have these these
- 20:40groups who are basically saying it's
- 20:42going to end civilization
- 20:43>> and we're making it up. The part that is
- 20:45frustrating is if it was true if it was
- 20:47true then we ought to talk about it and
- 20:49go do something about it, right? Even
- 20:51even if it's true, we ought to spend
- 20:54more time doing something about it than
- 20:56worrying a bunch of people who can't do
- 20:58anything about it. It's our job to build
- 21:00it, right?
- 21:01>> Has there ever been a point in history
- 21:03where so many people have so vehemently
- 21:06said something that is so untrue?
- 21:08>> And they're measurably they're they're
- 21:10actually demonstrably untrue and it
- 21:12actually makes sense as untrue. It's not
- 21:15based on science. It's not based on
- 21:17research. Everything that's based on
- 21:18science and research proves otherwise.
- 21:20Is it a fear of the frontier? Humans
- 21:21have never been there. We've never seen
- 21:23it. Therefore, we're scared of it and
- 21:24therefore it's easy to tell everyone to
- 21:26be scared of it.
- 21:27>> It could be life experience as well,
- 21:28David. Um, so let me give you an
- 21:30example. When I first graduated from
- 21:32school, I was an engineer and I didn't
- 21:35do that much typing. And the reason for
- 21:37for that is because I was the first
- 21:39generation before software software
- 21:40became popular. We had to go build the
- 21:42computers to make software pop possible.
- 21:45Could you imagine
- 21:47in this generation every single engineer
- 21:49who came into the world of engineering
- 21:51you spend all your time typing
- 21:54literally that's what you do when you
- 21:56get a job they give you a laptop they
- 21:58give you a chair and you start typing
- 22:00you you type all day long you type from
- 22:02the moment you wake up to the m well
- 22:04there was engineering before typing
- 22:06>> right
- 22:07>> and so so can you imagine that the world
- 22:10has a mountain of engineering work to do
- 22:12where most of it is not typing anymore
- 22:14Sure,
- 22:16we were we had busy engineers before
- 22:18typing. I think we're going to do a lot
- 22:20of great engineering after typing.
- 22:22>> Yeah.
- 22:22>> When I say typing, I mean coding. I
- 22:24mean, and so even at NVIDIA when
- 22:27software engineers talk to me, I I tell
- 22:29them, you're just typing. I've been
- 22:32saying that forever, but obviously for
- 22:34fun. And I I tell them, my favorite key
- 22:38is backspace.
- 22:40And and the reason for that is because
- 22:42the best software is the smallest
- 22:44software. Yeah. So I I want you to use
- 22:46backspace software.
- 22:47>> Let's actually talk about Nvidia. I
- 22:49let's let's do a little tear down of
- 22:51Nvidia. So uh tear down meaning just
- 22:54explain the pieces because there's a lot
- 22:55of strategy at play. Let's start at the
- 22:57absolute bottom. So
- 22:59>> Oh no,
- 23:03>> this is not planned, but we know who it
- 23:04is.
- 23:05>> Oh no.
- 23:07No.
- 23:09Mr. President.
- 23:12Oh, yes, sir. Um, I gotta tell you
- 23:15something. It I I uh if it wasn't
- 23:18because of you calling, I would I'm on
- 23:21stage with the besties. I'm on stage
- 23:23with the besties. [laughter]
- 23:25I'm on stage with the besties. I'm on
- 23:27stage with Sachs. And
- 23:29>> yeah,
- 23:30>> you know, the whole group.
- 23:33Yeah. Jason's here. Chamat's here. David
- 23:36and David is here. Yeah. I'm sitting in
- 23:38front of a few thousand people
- 23:41and we're talking as it turned out we
- 23:43were we were talking about you.
- 23:45[laughter]
- 23:48Good job, sir. Good job. The fact that
- 23:50you saw through all of that, I mean,
- 23:52there's a lot of complexity and the fact
- 23:54of the matter is you saw through all of
- 23:55that and and I you know, we're all just
- 23:57really grateful.
- 24:00>> Tell them I said hi.
- 24:02[laughter]
- 24:04>> Do you want to say hi to the crowd?
- 24:06Jason would like Jason would like to put
- 24:08you on the
- 24:08>> even Jason
- 24:10speaker mode.
- 24:12>> How do we put How do we put on pus
- 24:15>> on? Put him on speaker.
- 24:16>> Speaker. Yeah.
- 24:17>> Right into the microphone.
- 24:18>> Here we're going to get a mic.
- 24:19>> Hang on a second.
- 24:20>> Hold on, sir. We're getting a
- 24:20microphone.
- 24:21>> Mr. President,
- 24:23>> you're you're now talking to the planet.
- 24:25>> You see, the great thing about life is
- 24:28that Jensen can develop the most complex
- 24:30computer chip in the world that nobody
- 24:32can copy for 10 years. But he can't
- 24:34figure out how to put me on SPEAKER
- 24:36[laughter]
- 24:39THING. We have to remember this one. So
- 24:42interesting the AI. It's almost as
- 24:45conspiracy
- 24:46and the happiest group is China and
- 24:49China is very happy. And I could even
- 24:51say in the country a lot of states are
- 24:54happy that weren't going to get anything
- 24:56because they're being uh inundated by
- 24:58people that want to be there. But now
- 25:00all of a sudden you see they're building
- 25:01in Finland. They want to build one.
- 25:03Google wants to build a big one in
- 25:05Finland, which I'm not happy about
- 25:07because they were unable to get
- 25:08permitting. And I'm telling you, it's
- 25:10all a hoax. The data centers are great
- 25:13and they make people wealthy and they
- 25:14make states wealthy and it's the oil of
- 25:17the next 20 25 years. It's bigger than
- 25:19the internet and the AI, you know, much
- 25:22more so. And uh they're just playing
- 25:25right into the hands of a lot of people
- 25:27that don't want to see it happen. And
- 25:30that could be political people. It could
- 25:31also be China. And we're not going to
- 25:34let that happen. It's a It's a hoax. And
- 25:37>> you're right. We're not going to let
- 25:38that happen, sir.
- 25:39>> No, we're not going to let it happen.
- 25:41The uh the robots are not going to be
- 25:44taking over the world. And that's not
- 25:46going to happen. You know, my uncle was
- 25:48a the top probably maybe the best of all
- 25:51time, frankly.
- 25:52professors at MIT for 41 42 years and
- 25:57can known as being one of the most
- 26:00brilliant men and he was he was there
- 26:02for 41 years as the top he was like at
- 26:06the top top of the ladder top of did
- 26:08many things Jensen knows all about it
- 26:10but did many things so I have a little
- 26:12genetic uh a little genetic strength if
- 26:15you believe in the resource [laughter]
- 26:16theory but I do I have genetic
- 26:18>> that explains why you know so much about
- 26:21AI I Yeah.
- 26:22>> Well, I know about AI. I know I also
- 26:24have common sense about AI. Uh the
- 26:26robots will not be taking over. Uh the
- 26:29AI will not be taking over the rest of
- 26:31the world. The whole thing is a hoax.
- 26:33Now, with that, we have to be a little
- 26:35bit careful. We have to very be, you
- 26:38know, we have to do things and we have
- 26:40to do them prudently. But that doesn't
- 26:42mean we're going to stop industry
- 26:44because, you know, as we work on the
- 26:45next 10 years about how to destroy it.
- 26:48So, I'm with you all the way. I didn't
- 26:49even know how you felt about it. And I
- 26:50assumed you felt the same way as me.
- 26:52>> Yes, sir.
- 26:53>> And we if we're going to lead and I have
- 26:55an expression, it's whoever wins AI
- 26:57wins. That's how big it is. It's bigger
- 26:59than the internet. And whoever wins AI
- 27:02wins. And we can't let this kind of
- 27:03stuff happen. And that includes very
- 27:06much includes data centers. There are
- 27:08communities that were dying that have
- 27:10data centers right now. And now they're
- 27:11wealthy communities. Really wealthy
- 27:14communities. We're We're going to make
- 27:15sure that We're going to make sure that
- 27:17everybody We're going to make sure that
- 27:18everybody wins in the AI race in
- 27:21America. Every industry, every company,
- 27:23every state, every people.
- 27:25>> Good. Well, I feel strongly about it and
- 27:27I have the position that can do
- 27:28something about it. We're not going to
- 27:29let that stuff happen. So, I have no
- 27:32idea who's at the meeting. I have no
- 27:33idea who the hell I'm talking to, but
- 27:35I'll see. [laughter]
- 27:38>> Did you Did you hear that? Did you hear
- 27:40that? Thousands of people are clapping
- 27:43for you, sir. All I know if you're there
- 27:46[applause]
- 27:48to listen to Jensen, but uh he's done an
- 27:50amazing job and David has done an
- 27:52amazing job and good luck to everybody
- 27:54and uh we're going to stay with the
- 27:57future. The country has never done
- 27:58better. We have 20 trillion dollars of
- 28:00investment coming into the country and
- 28:02that's as opposed to much less than 1
- 28:06trillion under sleepy Joe Biden and that
- 28:08was [laughter] for four years. This is
- 28:10in one year. So, you know, it's it's
- 28:12really the country is there's ne the
- 28:14country has never seen anything like it
- 28:15and we're going to keep it going. And
- 28:17so, thank you all very much.
- 28:19>> Thank you, Mr. President.
- 28:20>> Mr. President,
- 28:21>> thank you.
- 28:22>> I'll call you back later. Thank you, Mr.
- 28:24President. Thank you.
- 28:26>> Um I was unique.
- 28:28>> I thought it was a bit. Did you
- 28:30[laughter] know that was happening?
- 28:31>> I thought it was a bit. Yeah, that was
- 28:33>> it was No, it was real. I thought it was
- 28:35a bit at first when I was like, put him
- 28:37on speakerphone. [laughter]
- 28:39Wow.
- 28:40and he [clears throat] calls you. How do
- 28:41you how do you think he calls you any
- 28:43hour of the night, right?
- 28:44>> Well, we we were we were in the uh we
- 28:45were in the oval that time when he
- 28:47called you
- 28:49sleeping.
- 28:49>> You were asleep and he like said, "Wake
- 28:51him up."
- 28:52>> I felt I felt so bad because he's like,
- 28:53"Who's coming to this dinner?" And we go
- 28:55through the list. He's like, "Well, what
- 28:56about Jensen?" I said, "No, sir. We I
- 28:58He's on vacation." Cuz he he had to
- 28:59postpone this vacation for 5 years.
- 29:02>> And he's like, "Get him on the phone."
- 29:03[laughter]
- 29:04>> What's vacation?
- 29:05>> But what why do you think he sees
- 29:07through the hoax? It's it's this is the
- 29:08thing quite an extraordinary thing.
- 29:10>> It was it's polling minus 80.
- 29:13>> So for anyone else that's sitting in the
- 29:15Oval Office. You're going to do what's
- 29:17popular. You're representing the people.
- 29:19This is what everyone wants. They want
- 29:20to shut down the data centers and AI. It
- 29:22seems to be the popular thing in the
- 29:24moment. But he says it's a hoax and he
- 29:27calls it. How does he do that?
- 29:29>> I got to tell you, I'm not sure. And the
- 29:30reason for that is because a lot of
- 29:31people are falling for it. And so the
- 29:33fact of the matter is it's complicated.
- 29:35You know, at first, I mean, if you look
- 29:37at the story, if you look at the
- 29:38stories, it's all anchored on two
- 29:40things. The first thing that it was
- 29:41anchored on was national security. And
- 29:44recently, that was all blown blown to
- 29:45bits, right?
- 29:46>> And so, no, that story is no longer
- 29:48anchored on national security. Now, it's
- 29:50anchored on safety. Now, if you want AI
- 29:53to be safe, um the first thing is we
- 29:55need to make sure that the the labs that
- 29:57are building it are in control, that
- 30:00they're they're good tests for them. uh
- 30:02if we would like to have third parties
- 30:04uh uh to to um uh make sure that a third
- 30:08party evaluator third party evaluators
- 30:10are available that's no different than
- 30:12financial control. You guys know we have
- 30:13auditors
- 30:14>> and the auditors are quite quite um they
- 30:17don't have to be as expert as we are in
- 30:19our business but they just have to ask
- 30:21the right questions and um I I think I
- 30:23heard somebody say that it's good to
- 30:25have uh independent auditors or
- 30:27evaluators but they just have to have
- 30:29multiple. I agree with that too. Just as
- 30:31there's multiple evaluated and auditors,
- 30:34it makes sure that one company doesn't
- 30:36become, you know, pilled or somehow
- 30:38influenced um for for whatever reason.
- 30:40And so you, you know, there's a lot of
- 30:42different ways that you could solve
- 30:43this. Um and so I think the number one
- 30:45thing is let's build the technology
- 30:47safely. Let's make sure that the testing
- 30:50of it is safe. And I I recognize
- 30:53completely that that what what is being
- 30:55built is extraordinary. Um but these are
- 30:58extraordinary companies and and we ought
- 30:59to hold them to to extraordinary
- 31:01standards. Um and they want to be and
- 31:03they want to be
- 31:04>> I wanted to go back to open source for a
- 31:06second. [clears throat]
- 31:07Um a year ago we weren't taking it very
- 31:11seriously. It was two years 18 months
- 31:13behind.
- 31:13>> The one thing that you know one of the
- 31:15as you guys know one of the challenges
- 31:17when you're on the call with President
- 31:19Trump is hard to say something. Um
- 31:23[laughter]
- 31:24I'm going to get in trouble for that.
- 31:25I'm sure he's going to call me up up on
- 31:26that. But anyhow, uh what I was going to
- 31:29tell him and and and all of you is that
- 31:32AI is creating an enormous number of
- 31:33jobs. The the the thing that he wanted
- 31:36more than anything at the beginning of
- 31:37the the administration and that my first
- 31:39phone call with him, my first time I met
- 31:41him is that he wants to create jobs in
- 31:44America. He wants to re-industrialize
- 31:46the United States. He wants to make sure
- 31:48that United States has the energy to
- 31:50support the next industrial revolution.
- 31:52Without energy, there's no industrial
- 31:54growth. And so he wants to make sure
- 31:56that there's energy growth, that there's
- 31:58job growth, that they're
- 31:59re-industrializing
- 32:01the supply chain. Look at everything
- 32:02that we're doing right now. All of it is
- 32:04happening right now as we speak. We're
- 32:06creating more jobs than ever. We're
- 32:08creating software jobs. We were just
- 32:10talking about earlier. $400 billion
- 32:12dollar of venture financing went into
- 32:15the AI industry just recently. Yeah. 6
- 32:17months. Well, that's created a ton of
- 32:20jobs. That's created a ton of jobs. Um
- 32:22it's created you know obviously enormous
- 32:25amount of demand for compute which we're
- 32:26I'm happy about. Um which is also which
- 32:29is also creating a lot of demand for
- 32:30data centers and we ought to talk about
- 32:32that. I think I was just I was talking
- 32:34to um uh Governor Abbott uh uh of uh
- 32:38Texas and he was he was uh he wants to
- 32:40appeal to the industry to make sure that
- 32:42we are we are empathetic to the small
- 32:44communities as we're building data
- 32:46centers all of all across America just
- 32:49to be better listeners. Let's actually
- 32:51talk about that for a second.
- 32:52[clears throat] That's
- 32:53>> what's incredible about Nvidia if you if
- 32:55you break down the component parts is
- 32:57you've effectively had to become the
- 33:00bank of AI to get the ecosystem going
- 33:04and you've had to do it at all the
- 33:05levels. You know, you just did this
- 33:06thing with Cloverleaf where you're doing
- 33:07land powers shell. You did this great
- 33:09thing with Black Rockck and Goldman and
- 33:12all these folks to to essentially create
- 33:14the financing capability. walk us
- 33:16through your capital allocation strategy
- 33:18like what has to happen to get a broader
- 33:22ecosystem folks to be able to come in
- 33:24and underwrite this next phase.
- 33:26>> Well, we're we're creating as you guys
- 33:27know this is a new industrial revolution
- 33:29and and um every aspect of it is true.
- 33:32Um this new industry
- 33:34requires manufacturing just as just as
- 33:37uh the the the um electricity, internet
- 33:40and now AI. We power anything, we can
- 33:45find anything. Now with AI, we can ask
- 33:49and know anything. Isn't that right? And
- 33:51so that's our future. We tap into the
- 33:52ether and we can ask it of anything we
- 33:54want and it could explain it to us. Now,
- 33:57in order for that to happen, it's got to
- 33:58produce the intelligence. And so that's
- 34:00a production process which is the reason
- 34:02why this infrastructure has to get
- 34:03built. But once you get the
- 34:05infrastructure built, the question is um
- 34:07what about all of the other layers
- 34:09across the United States? Uh this
- 34:11industry isn't just about the model.
- 34:14It's not just about the chips. It's
- 34:16mostly about the applications on top.
- 34:19It's mostly about the infrastructure
- 34:21layer, the data centers and all the
- 34:23infrastructure, the the the the
- 34:25construction, the electricity, the power
- 34:27generation that all of that is involved.
- 34:30And so I look across the entire
- 34:32ecosystem and look for bottlenecks and
- 34:34if there are places where extraordinary
- 34:36companies are being built
- 34:37>> constraints
- 34:38>> constraints extraordinary companies
- 34:39being built uh maybe it's uh uh uh
- 34:43supply chain that has to uh get scaled
- 34:46up so that when we're ready to deploy
- 34:49compute that they'll be ready for us
- 34:51land power shell and so this is no
- 34:53different than looking at the supply
- 34:54chain upstream. You know, I I probably
- 34:57uh think about the long-term supply
- 34:59chain more than most because our
- 35:01company's really large and and um in
- 35:03order for us to succeed, a whole bunch
- 35:05of companies has to support me. You
- 35:07know, it's got to uh Corning has to, you
- 35:09know, Wendle at at Corning has to
- 35:12support me, Lumenum, and you know, TSMC
- 35:15of course and memory companies and and
- 35:17so we started working with all of these
- 35:18companies long before the revolution
- 35:21that the the growth came so that the
- 35:23growth could happen. Now I'm got now I'm
- 35:26doing a downstream.
- 35:27>> The compet cycle tends to be though that
- 35:29the earnings over time over long
- 35:30stretches of time tends to move up the
- 35:32stack right towards the application
- 35:34layer where you can over earn for larger
- 35:36periods of time. Um I mean you bought
- 35:39hugging face now you're sort of in the
- 35:41actively in the serving business. I mean
- 35:43it seems pretty natural that products
- 35:47like open router make a lot of sense. It
- 35:49seems pretty obvious that you know there
- 35:51are better versions of ways to build
- 35:52things like bedrock. I'm sure you think
- 35:54about it. What's the natural conclusion?
- 35:57Because it seems like the folks up here
- 35:59have no issue trying to move down.
- 36:01>> Mhm.
- 36:02>> And you have the best balance sheet,
- 36:03these incredible engineers, and you have
- 36:05the proven experience to make it right
- 36:08and engineer the product and get it out.
- 36:10So, how do you think about looking up
- 36:12and saying, "I could probably do that."
- 36:14>> The the reason why Nvidia runs every
- 36:16single model in the world, we were the
- 36:19only It's incredible. Last year about a
- 36:21year and a half ago the only thing we
- 36:23ran was open AI.
- 36:24>> Yeah.
- 36:25>> And now look at amazing models are
- 36:27available. The Metamuse is available.
- 36:29You got gro is available. Grockbots's
- 36:31incredible. Um we now run Gemini. Uh and
- 36:35anthropic is is uh scaling up on our
- 36:37platform as well. Uh since a year and a
- 36:39half ago, you got all these frontier AI
- 36:41models that are now open that are
- 36:43available. So the number of models that
- 36:45are are are growing. Um there's a whole
- 36:47bunch of companies that I won't mention
- 36:49that are building uh frontier models as
- 36:51well. And the the number of AI labs are
- 36:54growing. Yeah. The the ineffables, the
- 36:57uh the reflections, the right the list
- 37:00goes on. The physical intelligence, the
- 37:02list goes on. Okay. And so all of these
- 37:04labs are building on NVIDIA. And the
- 37:06reason for that is because as a company,
- 37:09I rather for us to help everybody
- 37:12succeed instead of taking a slice out.
- 37:16And so we would go up as far as we need
- 37:19to but as low as possible.
- 37:22>> Our strategy is go up as far as we need
- 37:25to and as low as possible. And the
- 37:26reason for that is because if I do that,
- 37:29if I solved the if if not for Nvidia
- 37:32creating QDNN, all of the frameworks
- 37:34wouldn't exist. If not for us creating
- 37:36Megatron uh megatron core, uh then all
- 37:40of the large scale training wouldn't
- 37:41have happened.
- 37:42>> Wouldn't exist. Um, so we we go and we
- 37:44invent all the technology necessary as
- 37:46far as we need to and then we let a
- 37:48thousand flowers bloom.
- 37:50>> And so that posture allows us to be
- 37:52quite frankly the only
- 37:54>> Well, look, let's be honest that I I
- 37:55agree with you. The push back would be
- 37:58that it really would be great to have
- 38:00more competition at the hyperscare
- 38:02layer. And I think you've done a great
- 38:04job supporting the NeoClouds. There are
- 38:06some. And by the way, I think you
- 38:07introduced me to NBS. Superb, great,
- 38:09everything. They're amazing. But we need
- 38:11like 50 of these guys. We need a hundred
- 38:13of them. We need a thousand of them. And
- 38:15it just may take some
- 38:17>> Yeah. You know, it's just I'm
- 38:20surprisingly uncompetitive
- 38:23>> really. Yeah. [laughter] That's not my
- 38:26thing. You know, my thing is kind of
- 38:28like for example, I'd be more than happy
- 38:30with five hyperscalers. However, um the
- 38:34reason I noticed the early customers of
- 38:36all the Neoclouds, all the what we call
- 38:38NCPs, all the early customers were the
- 38:41hyperscalers.
- 38:42>> Exactly.
- 38:42>> And the reason for that is because the
- 38:44hyperscalers plan once a year, but the
- 38:47market dynamics is so volatile right now
- 38:50>> that they're always almost wrong. And so
- 38:53with all these regional clouds who are
- 38:56agile and they can move fast, um they
- 38:59know their state or they know their
- 39:00country, they know their region, they're
- 39:03securing land, power and shell in a way
- 39:05that's hard for somebody who sits in
- 39:07Seattle or sits in Palo Alto to be able
- 39:09to see the planet.
- 39:10>> And so we now have basically a largecale
- 39:13distributed network of companies that
- 39:15are building securing land power shell
- 39:17for us. and [snorts] um uh and and now
- 39:20countries realize it's strategic.
- 39:22>> Yeah.
- 39:22>> So many countries are saying I'm going
- 39:24to take my power and only give it to my
- 39:26own companies,
- 39:27>> right?
- 39:28>> Well, Nvidia is in that country as well
- 39:30and we could help the Neoclouds in that
- 39:32country grow and and so whether it's
- 39:34whether it's Fermas and Australia, we
- 39:36just did a whole bunch of stuff in
- 39:37Australia. Um brought on two more
- 39:39gigabytes. Uh Southeast Asia of course
- 39:43IOH and others bring on a few gigabytes.
- 39:45And so we're building gigawatts. So,
- 39:48we're building, you know, we're we're
- 39:49scaling up. You know, it's
- 39:51>> pretty clear, though. I just want to get
- 39:52this one thing in. It's pretty clear
- 39:54that you're going pretty high up and
- 39:56getting very focused on open-source.
- 39:58Obviously, you have your Neotrons doing
- 40:01exceptionally well. I use them often.
- 40:02Hugging face poolside and Laguna uh very
- 40:06very solid product that you're now uh
- 40:08aqua hiring, hiring, whatever it is. Um
- 40:11and then you have your open source stack
- 40:12for self-driving also uh very
- 40:15disruptive. So
- 40:16>> we are the frontier model in five
- 40:18domains.
- 40:19>> Yeah.
- 40:19>> Yeah. And so
- 40:21>> you don't seem to build products to get
- 40:23the silver medal. You seem to go for the
- 40:26gold. So are you going for the gold? And
- 40:28will you have the best hands-down
- 40:30open-source model? And then
- 40:34part B to that is can open source catch
- 40:36up to frontier models and are you the
- 40:38person to do it? So the logic the logic
- 40:40Jason is that that um we will build it
- 40:44because one uh we can we have the skills
- 40:47to do it and because our customers need
- 40:50us to do it
- 40:51>> right. So, for example, Alpamo is the
- 40:54world's first thinking self-driving car.
- 40:57And by by thinking, by reasoning, you
- 40:59don't need as much data as, you know,
- 41:01you don't have to train on a few billion
- 41:04hours of road data because you could
- 41:06reason about it. Break down the problem
- 41:08into I've seen this before. It's not
- 41:10exactly the same, but it's largely the
- 41:11same as that. Okay? And so, so Alpamo,
- 41:14why is it necessary? Well, there's a
- 41:16whole bunch of car companies. Every car
- 41:17in the world is going to be autonomous,
- 41:19but beyond that, every ag tech, every
- 41:23truck, every van, and most of them
- 41:26aren't big enough in scale to be able to
- 41:28build that whole stack. So, I'll build
- 41:30an extraordinary stack for them. They do
- 41:32last mile adapting for their
- 41:34application. Now, everything that moves
- 41:36in the future could be autonomous. If
- 41:38not for us building uh some of the some
- 41:41of the biology models, the world
- 41:42wouldn't have it. uh the the ESM2 uh
- 41:45protein found language model we created
- 41:47that ESM fold open fold alpha fold 2 um
- 41:51all the stuff with with coup equavariant
- 41:53um all of that stuff technology wouldn't
- 41:55have existed if we didn't build it uh uh
- 41:58one of my favorites uh proteina complexa
- 42:01uh is you know synthesizing next
- 42:03generation proteins and it's binding
- 42:05it's groundbreaking stuff we built that
- 42:07and so we'll build that because Lily
- 42:08needs it and and uh you know Merc needs
- 42:11it and others need it and they don't
- 42:12have the capab ability to do it or they
- 42:14they're not yet there and so we can make
- 42:15a real contribution. So I do everything
- 42:18out of need. I'm not trying to disrupt I
- 42:21mean we don't wake up in the morning try
- 42:22to disrupt anybody.
- 42:23>> We just wake up in the morning try to
- 42:25help everybody.
- 42:25>> Jensen, what about what about
- 42:27competitive threats that might be
- 42:28emerging to your core business? Can you
- 42:30just comment?
- 42:31>> Just so nice.
- 42:32>> Yes. Well, I know this is Well, I I
- 42:34actually want I want to just get your
- 42:36let's just call it a take. What's your
- 42:38take on Terraab 100 million square foot
- 42:40facility Elon's announced and um
- 42:43>> if anybody could do it he can and the
- 42:45two of us were on a flight together to a
- 42:48country and um
- 42:51>> with a person who sometimes calls you on
- 42:55the phone. It was it was a nice plane
- 42:57and and and we had like you know and you
- 43:02know Elon likes to talk about these
- 43:04things and and so uh we spent a lot of
- 43:06time talking about it.
- 43:08>> I I is that anybody could do it because
- 43:10I mean you could you design chips you
- 43:12don't fab them. Could your chips be fab
- 43:14there or is it
- 43:15>> Well, we know we we know a lot about
- 43:17process technology because we're pushing
- 43:19the limits of everything,
- 43:20>> right? And you [clears throat] know
- 43:21because we scale at such large scale uh
- 43:24we have incredible memory technology
- 43:26inside the company. We're the world's
- 43:27best sis company. You know we got lots
- 43:29of amazing.
- 43:30>> So your take is you've talked a lot
- 43:31about it.
- 43:32>> So we could just yeah we could talk
- 43:33about it and and um you can't discourage
- 43:36Elon from doing it which is one of his
- 43:38incred that's his superpower and once he
- 43:40decides to go do something it's hard to
- 43:42stop him. And so I
- 43:43>> And can can you give us your take on
- 43:44where China is with advanced lithography
- 43:46systems? Um native grown.
- 43:48>> They're going to get there by 2030.
- 43:50>> By 2030. [clears throat]
- 43:51>> Yeah. And 2030 is just around the
- 43:53corner.
- 43:53>> Yeah.
- 43:54>> Also, that's how long will all be dead
- 43:56at that time. So,
- 43:58>> and does and for China, does that mean
- 43:59the switch is flipped and then that's
- 44:01all going to go into um mainland fabs
- 44:05>> almost immediately?
- 44:06>> You know, the the way to think about
- 44:08China is really good at high volume
- 44:10production.
- 44:12And this is just matter of time.
- 44:15>> Yeah.
- 44:16>> And I you know I I think in I I think in
- 44:20decades as well you know I've been
- 44:22around a long time and you know for
- 44:24Nvidia I've got to think about what
- 44:25happens next decade and decade after
- 44:27that. So two or three years is it's just
- 44:29a click. It's nothing.
- 44:31>> And so as far as they're concerned
- 44:32they're already there.
- 44:33>> They're already there.
- 44:34>> Yeah.
- 44:34>> Jensen Elon uh and Gwen
- 44:37>> we've got to run America. We got to run.
- 44:40>> Yeah. speedun.
- 44:41>> So, we got
- 44:42>> speedun.
- 44:43>> Slowing down is definitely the wrong
- 44:45strategy.
- 44:46>> Well, I mean it [clears throat] it feels
- 44:48apparent, I think, to most of us in the
- 44:49industry that we're kind of in the AGI
- 44:51moment. And it's a definition obviously
- 44:54just as smart as any other human.
- 44:55>> I think we're already there.
- 44:56>> We're there, right? And so then super
- 44:58intelligence is the next way point based
- 45:01on what you see, based on your customer
- 45:02base, based on your history here.
- 45:04>> But Jason, I think we're there, too.
- 45:05>> You think we're at super intelligence?
- 45:06>> Yeah. Yeah. When you when you when you
- 45:09take a narrow segment
- 45:11a narrow segment I mean my my
- 45:13self-driving car I don't want you to
- 45:14make me an omelette I just want you to
- 45:16drive the car
- 45:17>> right
- 45:18>> that is super intelligent
- 45:18>> super it's better it's better than a
- 45:20human
- 45:20>> yeah yeah
- 45:22>> onetenth the the accident rate
- 45:24>> exactly
- 45:24>> uh synthesizing proteins you know uh
- 45:28doing virtual screening of proteins
- 45:29we're already there
- 45:31>> are you having fun being on the frontier
- 45:33of humanity
- 45:36>> I like Yeah, [laughter]
- 45:40>> ladies and gentlemen.
- 45:41>> Ladies and gentlemen,
- 45:42>> I like it. I like it. And guys, guys,
- 45:44it's it's it's great there. The future
- 45:47is great and we want to get there.
- 45:50Listen, ride the bike. A lot of us don't
- 45:53have to work. But I got to tell you,
- 45:55it's too good not to be.
- 45:56>> So fun,
- 45:57>> right? And so, so I want every we I want
- 46:00to be there. I want all of you guys
- 46:01there with me. We're all going to be
- 46:03there. we're going to be enormously
- 46:05successful together as a humanity. And
- 46:08um and in the meantime, uh we got to
- 46:10encourage them, urge them on. They're
- 46:12doing really, really important work as
- 46:14you guys know. And I want them to
- 46:16succeed. Um I also would love for us to
- 46:19tone down the the the the drama and most
- 46:23importantly, we need all of America to
- 46:25come with us. That's how we make it.
- 46:28>> Ladies and gentlemen, Jensen Long.
- 46:30[applause]
- 46:31[music]
- 46:31>> Thanks, man. Appreciate you. Thank you.
- 46:35>> Thank you.
- 46:36>> That was awesome. [music]
- 46:38Only your part.
- 46:39>> That was awesome. That was great.
- 46:41>> Thanks, guys.
- 46:43That was great, huh? Great time.
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