In this interview, Jensen Huang discusses NVIDIA's role as a platform company at the base of a five-layer AI stack, emphasizing the importance of energy, chips, infrastructure, AI models, and applications. He addresses concerns about China's growing influence in AI, highlighting their strengths in energy, infrastructure build-out speed, open-source models, and societal acceptance of AI. Huang advocates for policies that support American technology leadership, energy independence, and re-industrialization, while acknowledging the formidable competition from companies like Huawei. He stresses the need for the U.S. to compete in the Chinese market and promote American technology and standards globally. He also touches on the transformative impact of AI on various industries, including robotics, and addresses anxieties about job displacement, advocating for engagement with AI to enhance productivity and innovation.
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