accelerated computing

4 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Oct 13, 2024 by Jensen Huang · across every show →

Everything said about accelerated computing, oldest first

Oct 13, 2024 neutral

Insight

Huang: Accelerated parallel computing cannot rely on generic compilers across architectures

“What people don't realize is that you can have, ah, three different ISAs, CPU ISAs, they all have their own C compilers, you could take software and compile down to that ISA. That's not possible in accelerated computing. That's not possible in parallel computi…”

Jensen Huang Oct 13, 2024 ▶ 14:33 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Oct 13, 2024 negative

Insight

Jensen Huang: GPU makers have no clue how to build accelerated computing

“Somebody who's really, really good at building GPUs have no clue how to be an accelerated computing company.”

Jensen Huang Oct 13, 2024 ▶ 45:34 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Sep 26, 2025 bullish

Prediction Not checkable as stated

Huang: AI compute glut unlikely until general-purpose computing fully transitions

“Until, until we fully Convert all general purpose computing to accelerated computing in AI until we do that. I think the chances are extremely low.”

Jensen Huang Sep 26, 2025 ▶ 22:27 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod

Oct 14, 2025 bullish

Prediction Not checkable as stated

Huang: Risk of an AI Compute Glut Is Extremely Low Until Transition Completes

“Until we fully Convert all general purpose computing to accelerated computing and AI until we do that. I think the chances are extremely low.”

Jensen Huang Oct 14, 2025 ▶ 20:42 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod

accelerated computing

Everything said about accelerated computing, oldest first

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