In this interview, Jensen Huang discusses NVIDIA's role as a platform company at the base of a five-layer AI stack, comprising energy, chips, infrastructure, AI models, and applications. He addresses the competitive landscape with China, highlighting their strengths in energy, infrastructure build-out, and open-source AI models, while acknowledging the U.S.'s lead in chip technology and frontier models. Huang emphasizes the importance of energy independence, re-industrialization, and maintaining American technology leadership for national security. He also touches on the diffusion of AI technology, the role of robotics, and the transformative impact of AI on various jobs and industries, expressing optimism about the future and America's potential in this technological revolution.
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