Jensen Huang on Bloomberg Talks
Dell CEO Michael Dell & Nvidia CEO Jensen Huang Talk Agentic AI, Memory Demand & China
Mostly skippable if you have heard Huang’s recent agentic-AI interviews, especially the parallel Bloomberg Tech or Bloomberg Intelligence versions of this same conversation. The on-premises case is clear and useful, but the material is otherwise familiar and the transcript quality is uneven.
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 shift from generating content to performing work through systems that combine models, tools, memory, networking, and CPUs. He also discusses the resulting enterprise infrastructure demand, long-term supply-chain expansion, China's AI market, and the movement toward AI operating wherever the relevant context exists.