Jensen Huang on Bloomberg Talks
Nvidia CEO Jensen Huang Talks Investing in South Korea's AI Boom
Skip unless you specifically want this Bloomberg edit: the substantive material is duplicated almost verbatim across several supplied appearances from the same date. The agent-and-robot demand forecast is the clearest pull, but it is not new here.
But in the future we also have AI agents and robots, and they're going to be using computers. So instead of just a billion people using computers, we're going to have one hundred billion agents and billions of robots all using computers. The computer industry, the chip that's built on top of the chip industry, surely is not big enough, and so this is one of the realizations of the semiconductor industry that now computers are built not just for people to use, but computers are being built for computers to use.
Jensen Huang discusses Korea's role in expanding AI infrastructure, including major memory and cloud partnerships with SK companies. He also outlines his views on semiconductor scaling, competition between China and the United States, and the complementary roles of open and closed AI models in innovation and security.