All posts tagged: Jensen Huang

Do you want to build a robot snowman?

Do you want to build a robot snowman?

Published by skeptic

Nvidia’s GTC conference had everything: trillion dollar sales projections, graphics technology that can yassify video games, grand declarations that every company needs an OpenClaw strategy, and even a robot version of the beloved snowman Olaf from Disney’s “Frozen.” On the latest episode of TechCrunch’s Equity podcast, TechCrunch’s Kirsten Korosec, Sean O’Kane, and I recapped CEO Jensen Huang’s keynote and debated what it means for Nvidia’s future. And yes, a big part of our discussion focused on poor Olaf, whose microphone had to be turned off when he started rambling. Even if the demo had gone flawlessly, Sean might still have had some reservations, as he noted these presentations always focus on “the engineering challenges” and not the “really messy gray areas” on the social side. “But what happens when a kid kicks Olaf over?” Sean asked. “And then every other kid who sees Olaf get kicked or knocked over has their whole trip to Disney ruined and it ruins the brand?” Read a preview of our conversation, edited for length and clarity, below. Anthony: [CEO …

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a  trillion bet

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet

Published by skeptic

CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks.  On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane break down what Nvidia’s growing web of AI infrastructure partnerships actually means for startups, and discuss more of the week’s headlines.  Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.  Source link

Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the trillion stratosphere

Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere

Published by skeptic

Nvidia CEO Jensen Huang threw out a lot of numbers — mostly of the technical variety — during his keynote Monday to kick off the company’s annual GTC Conference in San Jose, California. But there was one financial figure that investors surely took notice of: his projection that there will be $1 trillion worth of orders for Nvidia’s Blackwell and Vera Rubin chips, a monetary reflection of a booming AI business. About an hour into his keynote, Huang noted that last year Nvidia saw about $500 billion in demand for its Blackwell and upcoming Rubin chips through 2026. “Now, I don’t know if you guys feel the same way, but $500 billion is an enormous amount of revenue,” he said. “Well, I’m here to tell you that right now where I stand — a few short months after GTC DC, one year after last GTC — right here where I stand, I see through 2027, at least $1 trillion.” The Rubin computing chip architecture, which was first announced in 2024, has been described by Huang …

How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect

How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect

Published by skeptic

Nvidia kicks off its annual GTC developer conference in San Jose, California, on Monday with CEO Jensen Huang’s keynote scheduled for 11 a.m. PT / 2 p.m. ET. GTC — which stands for GPU Technology Conference — is Nvidia’s flagship annual event, running from March 16 to March 19. The chipmaker typically uses the spotlight to announce new products, champion partnerships, and lay out its vision for the future of computing. Huang’s keynote will focus on Nvidia’s role in the future of computing and AI. You can watch the two-hour address in person at the SAP Center or livestream the talk on the event’s website. The broader three-day event is focused on what’s coming next for AI across industries, including healthcare, robotics, and autonomous vehicles. On the software side, it’s rumored that Nvidia will release an open source platform for enterprise AI agents, dubbed NemoClaw, as originally reported by Wired. The platform would give businesses a structured way to build and deploy AI agents (software that can carry out multistep tasks autonomously) and would position …

Nvidia has another record quarter amid record capex spends

Nvidia has another record quarter amid record capex spends

Published by skeptic

Chip giant and world’s most valuable company Nvidia reported record profits in its most recent quarter on Wednesday, as demand for AI compute continues to skyrocket. “The demand for tokens in the world has gone completely exponential,” CEO Jensen Huang said on a call with analysts following the results. “I think we’re all seeing that, to the point where even our six-year-old GPUs in the cloud are completely consumed and the pricing is going up.” The company reported $68 billion in revenue in the most recent quarter, up 73% from the prior year, with $62 billion of that revenue coming from the company’s data center business. Notably, Nvidia divided the data center revenue into $51 billion in compute revenue (largely GPUs) and $11 billion in networking products like NVLink. The company reported $215 billion in revenue for the full year. As in previous quarters, the company did not report any revenue from chip exports to China, despite the recent lifting of export restrictions by the U.S. government. “While small amounts of H200 products for China-based …

Nvidia CEO pushes back against report that his company’s 0B OpenAI investment has stalled

Nvidia CEO pushes back against report that his company’s $100B OpenAI investment has stalled

Published by skeptic

Nvidia CEO Jensen Huang said Saturday that a recent report of friction between his company and OpenAI was “nonsense.” Huang’s comments came after The Wall Street Journal published a story late Friday claiming that Nvidia was looking to scale back its investment in OpenAI. The two companies announced a plan in September in which Nvidia would invest up to $100 billion in OpenAI and also build 10 gigawatts of computing infrastructure for the AI company. However, the WSJ said Huang has begun emphasizing that the deal is nonbinding, and that he’s also privately criticized OpenAI’s business strategy and expressed concerns about competitors like Anthropic and Google. The WSJ also reported that the two companies are rethinking their relationship — though that doesn’t mean cutting things off entirely, with recent discussions reportedly focusing on an equity investment of a mere tens of billions of dollars from Nvidia. An OpenAI spokesperson told the WSJ that the companies are “actively working through the details of our partnership,” adding that Nvidia “has underpinned our breakthroughs from the start, powers …

Nvidia’s CEO says China is still finalising licence for H200

Nvidia’s CEO says China is still finalising licence for H200

Published by Sam Flores

TAIPEI: Nvidia CEO Jensen Huang said on Thursday (Jan 29) he hopes China will allow the United States technology giant to sell its powerful H200 artificial intelligence chip in the country and that the licence is being finalised. Huang arrived in Taipei after a trip to China, where he said he visited customers, partners and government officials. “The H200, the actual licence for H200 is being finalised. And I’m hoping that also the Chinese government would allow Nvidia to sell the H200, so they have to decide. And I’m looking forward to a favourable decision,” he told reporters at Taipei’s downtown Songshan airport. “I think that H200 is very good for American technology leadership. It’s also very good for the Chinese market. And the customers would very much like to have H200,” he said. “And so I’m looking forward to a good decision. And so we just have to wait patiently,” he added. Citing sources, Reuters reported on Wednesday that China has given approval to ByteDance, Alibaba and Tencent to purchase more than 400,000 H200 …

Tech CEOs boast and bicker about AI at Davos

Tech CEOs boast and bicker about AI at Davos

Published by skeptic

There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives. The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformative potential while also acknowledging ongoing concerns that they’re inflating a massive bubble. Amidst all that big-picture prognostication, they also found time to take swipes at their competitors, and even at their ostensible partners. On the latest episode of TechCrunch’s Equity podcast, I discussed all things Davos with TechCrunch’s Kirsten Korosec and Sean O’Kane. Kirsten noted that the conference seemed transformed from past years, with tech companies like Meta and Salesforce taking over the main promenade, while important topics like climate change failed to draw crowds. And Sean said that even if AI execs weren’t quite “panhandling for usage and more customers,” it could sometimes feel that way. Read a preview of our full conversation, …