Latest Interviews
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Clear all filters- All-In Podcast25 min
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Rene Haas, Jensen Huang, David, Jason
Following a landmark September IPO that vaulted its valuation to $150 billion, Arm is leveraging its foundational IP to transition from a smartphone architecture provider into a strategic partner for Nvidia and a supplier for the emerging "Physical AI" robotics market. Chief Executive Officer Rene Haas is aggressively reshaping the company's global culture and engineering focus to accelerate speed-to-market, while explicitly navigating complex geopolitical frictions and supply chain constraints to maintain a unified global ecosystem. With its architecture underpinning critical advances in both data center training chips and energy-efficient endpoint inference, Arm is positioning itself to dominate a diverging semiconductor landscape where specialized hardware will define future AI capabilities.
- Milken Institute30 min
A Conversation with Nvidia CEO Jensen Huang | Global Conference 2025
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.
- Goldman Sachs30 min
Nvidia Founder and CEO Jensen Huang on the AI revolution
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.