Nvidia's Jensen Huang on an AI Bubble, Trump, and the Arms Race with China

The podcast explores the transformative impact of AI across industries and Nvidia's central role in this revolution, featuring an interview with Nvidia CEO Jensen Huang. Huang addresses concerns about a potential AI-driven stock market bubble, emphasizing the fundamental shift towards accelerated computing. He defends Nvidia's investment strategy, highlighting its focus on ecosystem expansion and partnerships with consequential companies. The discussion shifts to US-China relations, with Huang advocating for continued engagement and acknowledging the deep interdependence in both technology and AI research. He also shares his perspective on balancing national security with global market participation, particularly regarding chip exports and manufacturing resilience. Finally, Huang touches on AI's potential to drive global GDP growth and improve quality of life.