NVIDIA's Jensen Huang Joins Matt Murphy to Discuss AI Infrastructure

Now one of the best examples of the role that Marvell plays in this ecosystem is the recently announced strategic partnership and expansion with NVIDIA. And as part of this announcement that we made a few months back, NVIDIA invested two billion dollars into Marvell and we're expanding our partnership now across multiple multiple dimensions including optics, photonics, NVLink Fusion, and I'm thrilled to announce that Jensen himself is here today. He's going to join me on stage. We're going to spend a few minutes chatting about the partnership and we're going to see where AI infrastructure goes from here. And so with that, let me please welcome to the stage Jensen Wang. How are you doing? Boy, that's a huge stage. I had to run a long ways. Are you out of breath? You okay? I know. Let's fire up. Good to see you. There you go. Yeah. Congrats on a great kickoff yesterday, GTC. You guys are off to the races this week. Thank you. Thank you. Look, maybe you heard some of what I just said. So we're talking about connectivity today. The next trillion dollar company, ladies and gentlemen. That would be exciting. Let's do it together. Let's do it together. But it really all starts with what's happening today in AI infrastructure kind of more broadly. So how do you see that? Like just from the big picture standpoint, we're at this extraordinary moment. Customer demands through the roof. How do you see connectivity playing into this and the interconnect that's required? Yeah, that's really great. You know, yesterday I said that useful AI has arrived. It's the reason why your demand is going through the roof. It's the reason why my demand is going through the roof. And this new computing pattern that makes it possible is called agents. And these agents has a particular computing platform, a computing pattern that is disaggregated and distributed. When you take a computing problem and you disaggregate it into a lot of parts and you distribute it across the entire data center, what's necessary is connectivity. That's the reason why Matt's doing so well. That's the reason why Marvell is so essential. We've distributed and disaggregated computing so that it runs across these enormous clusters so that we could get aggregating the total compute, the total memory, the total bandwidth that we have. And what makes it possible is connectivity. Yeah. I mean, we're seeing it. That's why they're going to be the next trillion dollar company. We got a little work to do, but we're on our way. We're on our way. Thank you, Jensen.