Jensen Huang on Squawk on the Street
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Worth hearing chiefly for the new Grok production and workload-expansion detail; much of the inference and memory discussion repeats Huang’s recent themes, including same-day CNBC coverage. Fans seeking only fresh substance can sample the top excerpt rather than the full segment.
You bought Grok in December. What I heard yesterday, maybe my biggest takeaway was it's already going to be making you not money, but a huge amount of money. And that's not part of the trillion? No. Yeah. We started production of Grok version three. It's a really, really special company and we're going to add Grok not to Every part Vera Rubin is so incredible that it's really hard to add value to Vera Rubin. You know that engine is so incredible but there's some part of the workload, I think about 25% of the workload where we could add Grok to it. And so for 25% of the workload we could increase our opportunity even more.
Jensen Huang describes accelerating AI growth, driven increasingly by inference, and reiterates high-confidence visibility for $1 trillion or more of Blackwell and Rubin sales by the end of 2027. He also discusses NVIDIA's memory co-design, autonomous-driving platform, open-source AI agents, robotics, and the performance gains presented at GTC.