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Back to Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more, with Jensen Huang & Brad Gerstner.

Why Can't Nvidia Fill Its Order Book?

Jensen Huang says every large cloud, every neocloud, and every big manufacturer had already ordered, and so had the startups. NVIDIA looks out a year with most customers and two years with the largest ones, then ships less than they asked for. He published that fact so a customer would not have to guess whether they had been shorted. Almost every customer would buy more if he could deliver more. New orders still show up weekly, and some days daily.

Chips are not the only shortage. A couple of weeks ago NVIDIA announced two gigawatts in Australia, which he says is about 80 billion dollars, and land, power, and buildings are the limit he hopes to loosen on a coming trip to Europe. Substrates are getting larger, so each chip uses more material, and the packages warp. Silicon photonics is short as well. He has about 18 months of work in front of him. Supply rises every week, and the order book rises with it. He expects the gap to stay open for a few years.

Transcript

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more ·

BG2Pod with Brad Gerstner and Bill Gurley

More from this episode

  1. Why Did Jensen Huang's Parents Fly in Overnight?Jensen Huang says five of the six people on the medal stage were born outside the United States. He received the National Medal of Science for NVIDIA.
  2. Why Will the Cost of Intelligence Keep Falling?Jensen Huang says the last year unlocked knowledge, working memory, and tool use.
  3. Why Didn't Keynes's 15-hour Week Happen?Jensen Huang says the hope of more free time is wrong. For most people, intelligence unlocks more opportunities, and ambitious people will pursue them.
  4. Did Jensen Huang Understate Physical Artificial Intelligence?Jensen Huang says he understated the $100 billion figure. The first six months already produced $10 billion in physical artificial intelligence.
  5. How Many Computers Does Physical AI Need?Jensen Huang says building a physical artificial intelligence platform takes three computers and three complete stacks, and he says it takes three robots as…
  6. Is AI Alignment a Forever Problem?Jensen Huang says alignment is a forever problem. Safety that depends on perfect alignment never arrives. The answer is containment.
  7. How Did Nvidia's Dollars Per Gigawatt More Than Double?Jensen Huang says Nvidia's market share is still increasing even though the company is already large and the share was already very high.
  8. Why Put Nvidia Computers on Starship?Jensen Huang says NVIDIA's engineers and Elon Musk's team are designing a server that works in space and on Earth.
  9. Why Do Most AI Startups Use Open Models?Jensen Huang says the frontier labs are only part of NVIDIA's machines. He puts them at about a quarter of the compute, maybe 30 percent.
  10. Why Does Jensen Huang Expect Four Trillion a Year?Jensen Huang says that as the decade ends, yearly infrastructure build-out will probably land between three and four trillion dollars, closer to four than to…
  11. Why Did Jensen Huang Call Specialization the Enemy?Jensen Huang says specialization is the enemy of fungibility and the enemy of durability.
  12. What Yearly Computing Build Would Not Surprise Jensen Huang?Jensen Huang says the world is running about a trillion dollars of information technology buildout each year.

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