Jensen Huang on Squawk Pod
Jensen Huang, FDA Commissioner Makary, & Beast Industries CEO 2/26/26
Most of the AI-demand discussion repeats Huang’s familiar compute-growth case, but his even-handed response to the Pentagon-Anthropic dispute is timely and unique within this corpus. Worth hearing for that exchange rather than the broader appearance.
The Defense Department has the right to use the technology and use the products that they procure in the way that serves their needs. And obviously their needs are dependent of war. In the case of Anthropic, of course they have the right to decide how they would like to market their products and what kind of use cases it could be used for. And so I think they both have their. Their reasonable perspective. And however it gets worked out, this won't be. The Anthropic is not the only AI company in the world. And of course the United States is not the only customer for any company in the world. And so I think they both have their proper positions. I hope that they can work it out. But if it doesn't get worked out, it's also not the end of the world.
Jensen Huang characterizes AI as a new industrial revolution driven by rapidly expanding computing demand and adoption across industries. On the Pentagon-Anthropic dispute, he presents both parties as having legitimate positions and says the outcome will not determine the future of AI because alternative companies and customers exist.