Jensen Huang on Squawk on the Street
11AM Hour: Nvidia CEO Jensen Huang, Early SpaceX Investor Peter Diamandis, CEO of Infleqtion Quantum 5/21/26
A useful but nonessential update: the clearest new wrinkle is Huang’s decade-long terrestrial-data-center horizon, while the China and jobs material substantially repeats prior appearances. Worth sampling for the space discussion; otherwise skippable for regular followers.
Well, we're already there now. And so the question is we have the ability, we have to do the engineering and then we have to scale it up. I think for the next 10 years, it's a fairly fair certainty that the vast majority of the world's data centers will be here terrestrially. And so we'll just add with satellites and add with space data centers as we go. And so I don't think it's going to be all or nothing. We're going to rely on Earth for a lot of data centers, a lot of energy for some time to come.
Jensen Huang discusses NVIDIA’s work on space-based computing, the continuing importance of Earth-based data centers, and the company’s uncertain access to China. He also addresses political resistance to AI, arguing that industry leaders need to explain its economic value more effectively while confronting public fears about employment.