Jensen Huang on Bloomberg Intelligence
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
Useful but heavily syndicated Bloomberg material that repeats Huang’s established arguments about agent-driven chip demand, infrastructure limits, and open models. Skip if you have heard the companion South Korea episodes; otherwise, the concrete supply-chain bottlenecks are the best reason to listen.
>> Well, we we don't have enough bits. We're constrained in in HBM memories, LPDDR memories. We're constrained in just about every part of the supply chain. We're even constrained now with land and power and construction workers to set up the data centers. I think this is one one of the areas that's that's is going to make sure that we continue the build out in a throttled way, you know, for a decade. And the reason for that is because these infrastructure, unlike electronics electronic devices like PCs and phones and things like that, it's really really hard to scale up land power and shell. And so all of all of the supply chain just really needs to get built out over the years. I think we
Jensen Huang discusses NVIDIA's expanded partnerships in South Korea, including semiconductor supply, AI cloud capacity, and broader infrastructure growth. He also addresses the future scale of AI computing and argues for a combination of open and closed models, emphasizing control, security, and distributed defense.