Jensen Huang

Jensen Huang

ceo of NVIDIA Co.

Nvidia Hardware Is Eating the World

Tech companies can’t get enough of this tech company. Earnings are off the charts. WIRED probes the mind of its CEO, Jensen Huang.

Q

Do you see demand waning at any point for your GPUs for AI?

A

"I think we’re at the beginning of the generative AI revolution... In the future, computing is going to be more RAG-based... The retrieval part of it will be less, and the personalized generation part will be much, much higher. That generation will be done by a GPU somewhere."

“"You work really, really hard..."”

How closely were you working with the administration to ensure that you could still do business in China?

Well, to take a step back, it’s an export control, not sanctions... We complied with the export control the first time... And the United States added more provisions to the export control in 2023, which caused us to have to reengineer our products again. So we did that.

How concerned are you in general that China will be able to match the US in generative AI?

The regulation will limit China’s ability to access state-of-the-art technology... I think the limitation puts a lot of cost burden on China. You can always, technically, aggregate more of the chipmaking systems to do the job. But it just increases the cost per unit on those.

Who do you see as your biggest competitor? Who keeps you up at night?

Lauren, they all do. The TPU team is extraordinary... The AWS Trainium team and the AWS Inferentia team are really extraordinary... The bottom line is, we’re the only company in the world that everybody can partner with to build AI supercomputers at data-center scale and at the full stack.

What would you say is the biggest sacrifice that you’ve had to make in running Nvidia?

The same sacrifices other entrepreneurs make. You work really, really hard... For a long time, nobody thinks you’re going to succeed... CEOs and entrepreneurs are human like anybody else. And when they fail publicly, it’s embarrassing.

"We’re the only company in the world that everybody can partner with to build AI supercomputers...”