Jensen Huang

17 statements across 15 episodes · 8 bullish · 4 bearish · 10 people on the record · first statement Dec 14, 2023 by Pat Gelsinger · said 257 times in 59 episodes since 2023 · 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 Alex Kantrowitz (159), Jim Cramer (18), David Cahn (17), Ranjan Roy (15), M.G. Siegler (7), Aaron Levie (7), Ed Zitron (5), Rev Lebaredian (3)

tap a year for its mentions
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015302023202420252026episodes it came up in
003156302023202420252026episodesmentions per episode
2026 165 mentions in 28 episodes 6 per episode
2025 73 mentions in 25 episodes 3 per episode
2024 16 mentions in 5 episodes 3 per episode
2023 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Jensen Huang, oldest first

Dec 14, 2023 neutral
Opinion
Gelsinger: Nvidia got lucky on AI because AI workloads resemble graphics
“Yeah, and it very much is that way, and Jensen and I, you know, we've known each other for 35 years, you know, this general purpose workload, and we always are adding more capabilities to the CPU, but over here, it was always just go really fast for graphics, …”
Pat Gelsinger Dec 14, 2023 ▶ 2:04 Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
Feb 28, 2024 positive
Assertion Supported
Catanzaro: About 40% of NVIDIA data center GPUs go to inference
“Jensen said in the earnings call this week that somewhere around 40% of our data center GPUs were going for inference, which I think is you know, pretty amazing and definitely a shift from where things have been a few years ago.”
Bryan Catanzaro Feb 28, 2024 ▶ 13:39 NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
Jul 31, 2024 positive
Assertion Not checkable as stated
Shapiro: NVIDIA operates with dynamic virtual teams rather than rigid org charts
“Kind of come second, and in fact, the notion of the group is kind of dynamic, and we really don't have much of an org chart in the company. Jensen says the mission is the boss, and so we have these virtual teams. There's a lot of cross-functional work that goe…”
Danny Shapiro Jul 31, 2024 ▶ 28:33 NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
Feb 5, 2025
Assertion Not checkable as stated
Lebaredian: Over 650 NVIDIA employees reached a 20-year tenure
“When he got to 20, there were more than 650 people that were at twenty-year. Now, earlier I had said, when I joined the company, there were about a thousand people. So this means that most of the people That were there when I started at NVIDIA were still there…”
Rev Lebaredian Feb 5, 2025 ▶ 56:52 NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
Apr 8, 2025 positive
Opinion
Parker: Jensen Huang knows more about healthcare than most healthcare companies
“I think Jensen knows more about healthcare than most healthcare companies.”
Adam Parker Apr 8, 2025 ▶ 3:03 Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
Jul 30, 2025 negative
Assertion Supported
Amodei: Accusations That Anthropic Seeks an AI Monopoly Are 'Bad Faith'
“I've said nothing that, that any, that anywhere near resembles the idea that this company should be the only one to build the technology. I don't know how anyone could ever derive that from anything that I've said. It's just, yeah, yeah, it's just a, it's just…”
Dario Amodei Jul 30, 2025 ▶ 56:41 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Sep 29, 2025 neutral
Assertion Supported
Altman and Huang negotiated NVIDIA-OpenAI mega-deal without investment banks
“And it is notable that Sam Altman and Jensen Huang apparently negotiated the deal with no banks involved.”
Ranjan Roy Sep 29, 2025 ▶ 4:03 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Oct 1, 2025 positive
Assertion Not checkable as stated
Guthrie claims Microsoft is likely Nvidia's largest customer in the world
“NVIDIA is a fantastic partner of ours. We're probably one of, if not the biggest customer in the world of theirs. And we partner super deeply with Jensen and his team.”
Scott Guthrie Oct 1, 2025 ▶ 46:29 Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Dec 23, 2025 bullish
Prediction Not checkable as stated
Cramer says a $10 trillion market valuation is possible for Nvidia
“Yes, I do, because when it was at three hundred billion, he told me it could be a couple trillion, and everyone laughed.”
Jim Cramer Dec 23, 2025 ▶ 25:30 CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
Feb 3, 2026 bearish
Assertion Not checkable as stated
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Alex Kantrowitz Feb 3, 2026 ▶ 24:46 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
Feb 9, 2026 bearish
Prediction Not checkable as stated
Roy: Nvidia's Valuation Will Take a Hit If OpenAI Flops
“He does need open AI to succeed. He does like Nvidia at the current valuation and story needs all these like AI to just be an unquestioned success and open AI. If it completely flops, even if a lot of that value accrues to a Google or Microsoft, I really think…”
Ranjan Roy Feb 9, 2026 ▶ 50:36 Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
Mar 9, 2026 neutral
Assertion Supported
Huang says Nvidia's investment in OpenAI might be its last
“Jensen Wong said the thirty billion dollars that he and NVIDIA invested in OpenAI might be the last. Why? Is it because he doesn't trust Sam Altman, or is it because, you know, he doesn't believe in the technology? No. He says the reason for that is because th…”
Alex Kantrowitz Mar 9, 2026 ▶ 16:04 AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
Mar 16, 2026 positive
Opinion
Alex Kantrowitz: Jensen Huang successfully projects a relatable everyman persona despite wealth
“He comes off in a way, even though he's one of the richest men on the planet, kind of as an everyman. He doesn't have these. He's clearly, he has an ego. I mean, you're running a company like that. You have an ego, but he's humble.”
Alex Kantrowitz Mar 16, 2026 ▶ 35:09 AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Mar 16, 2026 neutral
Insight
Ranjan Roy: AI leaders must show the technology improving work-life balance
“I think what the world needs here is actually someone who can show that AI has actually helped them balance their life a bit more. I think he's got to just shift that a little bit, show him on vacation a little bit as his agents are doing his work. Spending ti…”
Ranjan Roy Mar 16, 2026 ▶ 36:08 AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Mar 23, 2026 positive
Assertion Supported
Nvidia CEO calls OpenClaw the biggest milestone since ChatGPT
“Jensen Wong, the NVIDIA CEO, happens to be driving the whole thing. Four and a half trillion dollar company, which is crazy. Just said that OpenClaw is the most important thing after ChatGPT.”
Alex Kantrowitz Mar 23, 2026 ▶ 20:16 OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
Mar 23, 2026 positive
Opinion
Kantrowitz: Jensen Huang Can Become the Steve Jobs of AI
“He has a chance to be sort of the Steve Jobs of AI, and maybe he's already there, but you know, he can be the visionary that explains and makes the, like we were saying last week, someone's got to make a case for this technology and do it well, because the pol…”
Alex Kantrowitz Mar 23, 2026 ▶ 39:15 OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
Apr 20, 2026 negative
Opinion
Kantrowitz: Jensen Huang Became Defensive in Dwarkesh Patel Interview
“I think Jensen became very defensive in this conversation with Dwarkesh, which is why it led to this sort of heated back and forth”
Alex Kantrowitz Apr 20, 2026 ▶ 39:18 Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
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