Jensen Huang, every mention
9 scenes (said by Tae Kim) · ← back to Jensen Huang
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every year anyone John Coogan 76Jordi Hays 39Tae Kim 20Tyler Hogge 7David Senra 4Gavin Baker 3Delian Asparouhov 2Brad Gerstner 2Tyler Cosgrove 1Turner Novak 1
Verbatim, from the transcripts: the passages where Jensen Huang comes up
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 8:41 Tae Kim Well, Jensen is on the record that, you know, he said, I think to Bloomberg that there was a rising sentiment that something was going to happen on the, on the regulation front.
- ▶ 14:04 Tae Kim And their customers, and I'm going to assume it sounded like Jensen, um, are asking for five to six times more than they're able to build.
- ▶ 24:38 Tae Kim Instantly, NVIDIA CEO Jensen Huang, Broadcom CEO Hocktan, Dario, you know, Sam Altman are there, right?
- ▶ 27:37 Tae Kim So Jensen said this last week on the Bloomberg interview that there are a lot of bottlenecks, including, um, data center shell, power, and all those things, uh, components, um, energy, whatever. 3 times in the scene
- ▶ 29:26 Tae Kim So, I think, look at Jensen's history in investing in these companies and CoreWeave and see how much money they made. 6 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 4:14 Tae Kim Um, and the, the, the great thing is Jensen, you know, he's very prescient. 5 times in the scene
- ▶ 10:08 Tae Kim And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. and China side, so we're gonna see billions of dollars of H 200 orders.
- ▶ 10:54 Tae Kim Well, NVIDIA is in the driver's seat because Jensen goes there five, six times a year and he has best friends at TSMC and speaks at their employee day.
- ▶ 19:55 Tae Kim Jensen has talked about this.