Jensen Huang, every mention
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tap a year for its mentions
every year anyone Varun Sivaram 3Shanu Matthew 1
Verbatim, from the transcripts: the passages where Jensen Huang comes up
The rise of flexible data centers
- ▶ 9:35 Varun Sivaram Data center flexibility is important because if these new AI factories, as Jensen Huang at NVIDIA calls him, if they can be flexible just a little bit of the time, they can utilize this vast amount of unused capacity on the grid.
- ▶ 16:00 Varun Sivaram If you watched Jensen's keynote at NVIDIA GTC, you saw some of the ridiculous economics of
Who benefits from the AI power bottleneck?
- ▶ 25:45 Shanu Matthew Yes, and I think they actually, if, if, again, this is all very hypothetical game theory, but if you are NVIDIA, right, like you are pitching that you are getting the best performance, uh, token per watt is, is, you know, what Jensen will…
The mechanics of data center flexibility
- ▶ 4:37 Varun Sivaram Um, AI data centers nowadays, as NVIDIA CEO Jensen Huang calls them, AI factories,