Jensen Huang
51 statements across 10 episodes · 41 bullish · 1 bearish · 6 people on the record · first statement Feb 8, 2024 by Aaron Levie · said 150 times in 21 episodes since 2024 · across every show →
On the record as a speaker too: Jensen Huang's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Brad Gerstner (124), Bill Gurley (15), Dylan Patel (8), Satya Nadella (2), Aaron Levie (1)
tap a year for its mentions
2025 40 mentions in 11 episodes 4 per episode
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 3 more episodes that year, every mention in 2025 →
2024 110 mentions in 10 episodes 11 per episode
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 2 more episodes that year, every mention in 2024 →
Everything said about Jensen Huang, oldest first
Feb 8, 2024 neutral
Levie: AI adoption is bottlenecked by compute costs, not architecture
“So like we're increasingly not limited by the architecture of the technology. And now we're just limited by like, can Jensen make these things cheaper? Can the, you know, can the engineers at open AI have more efficient model algorithms?”
Oct 13, 2024 bullish
Oct 13, 2024 neutral
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Huang: NVIDIA delivers 2x-3x performance and cost improvements every single year
“We're trying to build a brand new one every single year, and every single year we deliver two or three times more performance. As a result, every single year, we reduce the cost by two or three times. Every single year, we improve the energy efficiency by two …”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Huang: $1T in legacy data center infrastructure must be modernized in 4-5 years
“And we just know that we have a trillion dollars with the data centers that we have to modernize. And so right now as we speak, if we were to have a trajectory over the next four or five years to modernize that old stuff, that's not unreasonable.”
Oct 13, 2024 bullish
Huang: Asynchronous distributed computing and federated learning will be invented for AI
“My sense is that distributed training will have to work. And my sense is that, that distributed computing will be invented. And some form of federated learning and distributed, you know asynchronous distributed computing is going to be discovered.”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Huang: The AI industry will with certainty require millions of GPUs
“If you just did that math and you compound it with, you add, you compound that with four X per year, On model size and computing size. And then on the other hand, demand continues to grow in usage. Do we think that we need millions of GPUs? No doubt. Yeah, tha…”
Oct 13, 2024 bullish
Huang: Almost every software application will be highly machine-learned in the future
“Almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you know, AutoCAD. You give me your favorite application. That was all hand, hand engineered. I promise you it will be highly machine learned in the future.”
Oct 13, 2024 positive
Huang: AI productivity gains lead to higher corporate growth, not layoffs
“The part that is overlooked is when companies become more productive, Using artificial intelligence. It is likely that it manifests itself into either better earnings, or better growth, or both. And when that happens, the next email from the CEO is likely not …”
Oct 13, 2024 positive
Huang: Personal AGI assistants will arrive soon and improve over time
“Soon in some form. Yeah, soon in some form, and that, that that assistant will get better over time. That's the beauty of technology as we know it, and so, so I think in the beginning it'll, it'll be quite useful but not perfect, and then it gets more and more…”
Oct 13, 2024 neutral
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…”
Oct 13, 2024 neutral
Huang: AI should be regulated at application level by existing agencies
“It's necessary to have regulation for important technologies but it's also don't overreach to the point where some of the regulation ought to be done, or most of the regulation ought to be done at the applications. The FAA, NHTSA, FDA, you name it, right? All …”
Oct 13, 2024 positive
Huang: Software updates make Hopper GPUs 2x to 4x better over time
“Now, we also put a lot of energy into continuously reinventing new algorithms so that when the time comes, the Hopper architecture is two, three, four times better than when they bought it, so that, that you, that infrastructure continues to be really effectiv…”
Oct 13, 2024 bullish
Huang: The new market for AI factories will probably reach a few trillion dollars
“So there's a whole layer of computing fabric, a whole layer of what I call AI factories that the world has to make that doesn't exist today at all. So the question is how big is that? Unknowable at the moment, probably a few trillion dollars.”
Oct 13, 2024 neutral
Huang: Parallel processing favors transistor volume over individual transistor speed
“Serial processing requires every transistor to be excellent. Parallel processing requires Lots and lots of transistors to be more cost effective. I'd rather have 10 times more transistors, 20% slower. Than 10 times less transistors, 20% faster.”
Oct 13, 2024 bullish
Huang: Models built on NVIDIA run on NVIDIA without modification
“If you built it on this architecture, Without any consideration, it will run on this architecture, ok? You could still go and optimize it for other architectures, but at the very minimum, since it's already been architect, you know, built on NVIDIA, it will ru…”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Gerstner: Huang believes NVIDIA can triple revenue with 25% headcount growth
“He thinks they can three X, you know, the top line of the business while only adding 25% more humans because they can have a 100,000 autonomous agents doing things like building the software, doing the security, and that he becomes really a prompt agent, not o…”
Oct 13, 2024 bullish
Oct 13, 2024 positive
Oct 13, 2024 bullish
Madra: NVIDIA's internal AI productivity gains for chip design exceed 100%
“I really, you know, been thinking a lot about Jensen's point in the pod about, you know, how much AI they're using internally for design, design verification for all those pieces. Right. And I think, you know, it's not 30%. I actually think sort of that's an u…”
Dec 23, 2024
Gerstner: Jensen projected $1T in new AI and CPU replacement workloads
“And for the first time, he said, not only are we going to have a trillion dollars of new AI workloads over the course of the next four years he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over …”
Dec 23, 2024 positive
Patel: NVIDIA's Jensen Huang only plans 12 to 18 months ahead
“Well, the funny thing is a lot of people at NVIDIA will say Jensen doesn't plan more than a year or year and a half out. Because they change things and they'll deploy them out that fast, right? No semi, every other semiconductor company takes years to deploy, …”
Jan 11, 2025 bullish
Jan 11, 2025 bullish
Jun 20, 2025 bullish
Gerstner: Jensen Huang plans to triple Nvidia's size using AI agents
“He said, Brad, I'm going to three X the company and our headcount may not grow or only grow a little bit. And I said, how? He said, because I'm going to have agents who are reporting to me. I'm not going to have employees who are.”
Aug 28, 2025 positive
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 positive
Sep 26, 2025 bullish
Sep 26, 2025 positive
Sep 26, 2025 bullish
Sep 26, 2025 neutral
Sep 26, 2025 positive
Huang: Hyperscalers have consistently underforecasted GPU demand for years
“Now what's, what's going on, of course, is that every one of their forecasts that they provide us, it turns out to have been wrong. Because they under forecasted, and so now we're always in a scramble mode, and so we've been in the scramble mode now for, you k…”
Sep 26, 2025 positive
Huang: NVIDIA does not force customers into bundled full-rack systems
“We don't require anybody to buy everything from us. We don't require that they buy the full rack. They could buy a chip. They could buy a component. They could buy our networking. They could buy our, we have customers buying only our CPU. You know, just buy ou…”
Sep 26, 2025 neutral
Sep 26, 2025 bullish
Huang: NVIDIA is hiring across the board as AI boosts productivity
“My engineers, every one of them use AIs continuously, and we're hiring more engineers, we're hiring more people, we're hiring across the board. The reason for that is because we have more ideas. We can now go pursue more ideas. The reason for that is because o…”
Sep 26, 2025 bullish
Sep 26, 2025 positive
Sep 26, 2025 positive
Huang: Every country must develop sovereign AI capabilities
“And so I think that, that every country needs to have some sovereign capability. I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, Open models. You use Grok, and I think they, I recommend they all do that. I recommend th…”
Oct 14, 2025 bullish
Jun 11, 2026 positive
Huang: xAI Brought a 100k GPU Cluster Online in 19 Days
“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”