Jensen Huang on Bloomberg Tech
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
This is a syndicated version of the same Dell conversation already captured more completely in appearances 3150 and 3147, so regular listeners can safely skip it. The on-premises-agent argument is clear, but neither candidate adds distinct material.
00:02:05 Speaker 5: However, for Lily, Samsung, the future manufacturing, a lot of companies, you want the agents to be on prem because that's where all of your data is, where all your secure data is, You're proprietary data, and all of the skills associated with your company is. And so now we have agents that are here, AIS that can do work right. Chat GPT was fantastic a launched generative AI. 00:02:31 Speaker 2: But you just hate content. That was it. 00:02:33 Speaker 5: Making content is very important, but doing work is really valuable.
Jensen Huang describes agentic AI as a major computing transition requiring on-premises systems, more CPUs, expanded memory and networking, and coordinated global supply-chain investment. He also discusses the long runway for physical AI, licensed sales and market access in China, Taiwan's technology role, and the spread of AI into personal devices and operational environments.