Full In: Jensen Huang Says Nvidia’s Next AI Launch Could Be the Biggest in Taiwan History | AI1G

Last check that the audio is okay. Where did these pictures come from? My wife doesn't even have a computer. So many pictures. Look at the camera. So we will come to the front. Take your time. Okay. Take your time. Okay. Well, I have a lot of work to do before then. I have customers to see. Some partners to see. I have employees to see. And I have a company meeting. And so I have a lot to do. I think I'll get some sleep tonight. Yeah. Be careful. Somebody pick that up before we step on it. I was greatly honored to accompany President Trump to China. It was a historic trip. It was a very important trip. And I applaud both presidents for having such a successful summit. It was an excellent meeting, and it was a great honor to be there. I would think so. You know, $200 billion is not today. It's someday. And it includes, of course, all the data center CPUs. And this is a new market for us. You might have known at the last GTC I spoke about a new CPU we're building called Vera. And Vera is a really exciting CPU, and I'll tell you more about it next week. Vera Rubin is going to be the most successful generation so far. Hopper was very successful, of course. Grace Blackwell has been incredibly successful. And Vera Rubin is going to be even more successful than that. In Hopper, we only had one or two frontier AI model companies working with us. Now we have every frontier AI model company working with us. So every cloud, every computer company, every frontier model. So it's going to be a very fast ramp. H200 has been licensed to ship to China. It would be terrific to be able to serve that market. The Chinese market is very important. It's very large, of course. And if we have an opportunity to increase the capacity of computing in China, it would be terrific. As you know, in the era of AI, computing equals revenues because the computer generates the tokens, and the tokens generates revenues. So in this era, compute equals revenues. And if we can provide incremental capacity into China, it would be terrific. I just sent him an email. I'm looking forward to seeing him. I'm sure I will see him. I am sure I will see CC. The reason why the CPU market is growing very fast is because these AI agents have become very smart. And AI can now use tools. And the tools run on CPUs. This is a new market for us. We have a brand-new CPU called Vera. And Vera's CPU is going to be very, very successful. It's going to be a big growth opportunity for us. We're rigorous in explaining to all of our partners all of the world's laws and regulations. And we insist that they're compliant with laws and regulations. Ultimately, Supermicro has to run their own company, just as everybody has to run their own company. And I hope that they will enhance and improve their regulation compliance and avoid that from happening in the future. After Spectrum X launch, everyone is talking about CPU technology. How do you see the future of it? Spectrum X is NVIDIA's Ethernet switch. And as you know, in the past, NVIDIA only had InfiniBand. With Grace Blackwell, we introduced two new networking technologies. One is called NVLink. And the other is called Spectrum X for Ethernet. NVIDIA is now the world's largest Ethernet networking provider. And it is growing incredibly fast. The next generation of networking will include copper as well as silicon photonics. And so we're going to continue to use copper for as long as we can. And we're going to be able to use copper for a very long time. And then on top of that, because these systems are getting so large, we're going to use silicon photonics to scale it out. As the AI trend, the semiconductor becomes very tight. How can we ensure our capacity? Well, we have to do a good job planning. NVIDIA plans two or three years in advance. And we have the largest supply chain and largest number of customers, partners, in the world today. And that's the reason why we're one of the largest companies in the world. And so we work very closely with all of our supply chain partners. We have to do a good job forecasting, and we have. And so our partners are going to help us grow. As you know, this quarter, we grew almost 100% year over year. We were already so large, and we still doubled in size. And next year, we're going to continue to grow very fast. And so the supply chain partners that we have here, that we've worked with for decades now, are doing a very good job supporting our growth. And I really appreciate that. Well, we haven't announced anything in the past, but we've invested in and supported our partners here far more than that. Obviously, NVIDIA is a much larger company, and it's understandable. And we work very closely with our partners here, and we've done a very good job supporting them. And they've done an incredible job supporting us. Is there a construction for NVIDIA office in Taipei? Is that right? That's very exciting. I think there might be an event there this week, right? Will you attend? Well, if there's an event at my company, I shall attend. Maybe I'll even show you the design of the new building. Well, open source, just as science and knowledge, has the benefit of lifting everyone in the community. And artificial intelligence, as you know, is going to impact every industry, every company, and everyone. And we want to democratize the capability so everybody can participate and be part of this incredibly exciting revolution. So the open source event that we have, I'm looking forward to seeing everybody. You're going to have Intel next week. Intel CEO is going to have one in Taiwan as well. Will you meet together in Taiwan during your time in Taipei with Intel CEO? I don't think so. Our companies are only two minutes apart from each other, so we have plenty of opportunities to see each other in the United States. An event at GTC in San Jose, and we know in Taipei this time, we have a similar activity. Would you be interested in going? Yeah, I think so. I think I'm going to go there now. As soon as we're done here, drop by to see the community build OpenClaw. The OpenClaw Build-a-Cloud event was so successful at GTC Santa Clara. We're going to do it here as well. It's so much fun. Everybody can build their own AI. It's so incredible. Why is it so important to have your own AI agent? The AI agent is basically a digital robot. Think of it as a robot. In the future, robots will have arms and legs, and they'll be able to walk around, help you do things, talk to you, maybe do some housework. Today, we have OpenClaw, which is basically a robot without the physical body. It understands you. You can tell it tasks to do, and it will try to learn how to do it. It's kind of interesting, and it's fun. What is Vera Rubin in Taiwan's supply chain? Vera Rubin is the largest product launch probably in the history of Taiwan. Of course, Taiwan started in the PC revolution, and over the years, we built PCs here, and we built cell phones here and laptops here, but now these AI supercomputers are gigantic. Each one of the Vera Rubin systems consists of almost 2 million parts, and it includes probably 150 different ecosystem partners here in Taiwan to build it. This is the largest and the fastest product launch in the history of our company and probably in the history of Taiwan, and so I've got a lot of partners here to thank, and everybody is working really, really hard. While we're still in full production with Grace Blackwell, which is already the largest product that Taiwan has ever manufactured, now we're also simultaneously ramping into Vera Rubin, so it's going to be a very busy second half for Taiwan. As the memory prices are going up like right now, do you see the impact on consumer electronics such as PCs and graphic cards? Memory pricing going up does affect the pricing of all of the electronics, and every electronics today uses memories, and so this is a big impact on the pricing of consumer electronics, and it's a challenge for consumers. It is a very important form of inflation, and hopefully the memory suppliers will ramp up their capacity as fast as possible so that the market will normalize again. Okay? Okay. Thank you. Nice to see you. Thank you for your time. I'll see you this week. Be careful. Okay.