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  1. Milken Institute30 min

    A Conversation with Nvidia CEO Jensen Huang | Global Conference 2025

    Jensen Huang, Michael Milken

    NVIDIA CEO Jensen Huang frames AI as a $100 trillion industrial revolution that creates "AI factories" to automate labor and reintegrate millions of workers into the global economy. Operating as an end-to-end infrastructure provider, the company builds massive, gigawatt-scale systems while arguing that unrestricted global chip trade is essential for establishing dominant U.S. standards. Through a culture of perpetual resilience and a focus on "Physical AI," NVIDIA aims to close the technology divide and drive GDP growth across healthcare, manufacturing, and robotics sectors.

  2. Goldman Sachs30 min

    Nvidia Founder and CEO Jensen Huang on the AI revolution

    Jensen Huang, David Solomon

    NVIDIA founder Jensen Huang details the company's strategic pivot from gaming GPUs to a dominant full-stack accelerated computing platform driven by the "magic kernels" of generative AI. This approach leverages architectural compatibility and the Blackwell architecture to deliver up to 500x speedups, enabling super-clusters that deploy in 19 days while generating a 5:1 cloud rental revenue multiplier. With demand so intense that global capacity is already sold out, the organization relies on a concentrated Asian supply chain and AI-augmented engineering to maintain its competitive moat and scale innovation annually.