Guest

Jensen Huang

Organizations

Mentions

Nvidia posts record $44B quarter despite China chip ban — surpasses Meta in quarterly revenue

Jensen Huang: Nvidia is building data centers in space with Vera Rubin Space One

National security advisor Divyansh Kaushik on AI diffusion to the Gulf, Huawei's chip gap, and why America needs an open-source flood strategy

Aaron Ginn on why America must become an AI exporter like Boeing — and why the China chip ban is backfiring

Nvidia posts near-perfect quarter with $57B revenue, guides $65B next quarter

Nvidia invests additional $2B into CoreWeave to accelerate capacity buildout

Anthropic cuts off Windsurf's Claude access overnight — AI Engineer World's Fair organizer Shawn Wang explains what it means for the OpenAI acquisition rumors

Gemini vs. OpenAI: will Google bleed out the competition or face its own innovator's dilemma?

Jim Cramer on Mad Money's 20-year run, the IPO market, Google antitrust, and why he's bullish on monopolies

Trump approves NVIDIA H200 chip sales to China with 25% US revenue cut

Institute for Progress researcher: US export controls on H20 chips were overdue and enforcement gaps remain critical

Tim Fist on the Nvidia-China H20 chip saga, Middle East AI deals, and why Washington is dangerously behind on AI

Nvidia-OpenAI $100B investment talks stall as Jensen publicly walks back the commitment

Davos 2026: Tech takes center stage as Jensen, Dario, and Demis go viral on the global stage

Lisa Su's AMD nearly quadrupled in value to $335B since 2022 AI pivot, now challenging Nvidia

Breaking down the AI leadership landscape: who really believes in AGI and who needs it most

OpenAI CFO floats federal 'backstop' for AI infrastructure, sparking immediate controversy

Nvidia hits $5T market cap — Jensen Huang's reign of consecutive 'top signals' explained

Former NSC official Chris McGuire on the US-China tech freeze, chip export controls, and the humanoid robot national security gap

Trump signals openness to selling NVIDIA Blackwell chips to China as part of trade deal

Nvidia CEO says company went from 95% China market share to 0% — Palantir's Shyam Sankar fires back in the WSJ

OpenAI's chip partnership blitz: NVIDIA cosigns loans, AMD deal announced as Sam Altman plays the supply chain

Nvidia launches GPU cloud marketplace, announces AI campuses in Taiwan, France, and Middle East

Nvidia in advanced talks to invest in quantum startup PsiQuantum, reversing Jensen's earlier skepticism

Nvidia and Foxconn to deploy humanoid robots at Houston AI server plant in 2026

US scraps AI diffusion rule, opening chip sales to allies including Saudi Arabia, UAE, and India

David Senra on Jensen Huang, founder obsession, and why he won't do a Masayoshi Son episode

Zak Kukoff breaks down Trump's AI Action Plan, three executive orders, and the Hill and Valley summit

Nvidia unveils Rubin AI chips at GTC, claims computing needs will surge 100x

Intel's path forward: the bull case for a US-government-backed foundry play

Jensen Huang's behind-the-scenes White House deal unlocked H20 chip sales to China

Nvidia invests $100B in OpenAI in circular deal critics are calling the 'Lucent moment' of AI

Pippa Lamb on the UK-US state visit: $30B Microsoft and Nvidia commitments, Revolut IPO watch, and UK as AI superpower

Tae Kim: NVIDIA's inference wave is just beginning — Groq acquisition, TSMC wafer wars, and the coming CPU shortage

Nvidia commits to 500 billion in US AI infrastructure, starts Blackwell production in Arizona

NVIDIA beats earnings but stock falls 6% as inference era redefines the chip landscape

DeepSeek's R2 model delayed as Beijing pressures the lab to ditch Nvidia for Huawei chips

Bill Bishop on why selling H20 chips to China is strategically naive despite Jensen Huang's lobbying wins

Nvidia's H20 China sales resume after Jensen meets Trump — Zak Kukoff breaks down the security trade-offs

Hosts catalog a long list of market top signals as Bitcoin and NASDAQ hit all-time highs

Trump's Saudi Arabia tour triggers $600B in commitments and Nvidia AI factory deal