非常值得听的 NVIDIA CEO 在GTC 2026 期间的2个采访
刚听完, 忍不住分享给大家, 很值得。
1)
https://www.youtube.com/watch?v=xv7UVAfyebk&t=754s
Morgan Stanley TMT Conference 2026 | Jensen Huang on AI, Compute, Tokens and the New Global Economy
In this interview, J Huang directly calls the Morgan Stanley audience (paraphrasing here ) “ YOU CAN’T HOLD Nvidia Stocks!…Let me tell you why: tokens create intelligence, intelligence transforms to production, drastically increases the task efficiency, a company’s efficiency is revenue, revenue is a country’s GDP. SO tokens create GDPs. We saw that, Crystal clear. “
2. https://www.youtube.com/watch?v=gwW8GKwHB3I
J Huang joins All-in Podcast during GTC 2026
At about 45.50 time stamp: J. Huang was asked, "You said the compute can be XX million, 20% in 20xx, 30% in 20xx...7% in 20xx, but the analysts don't seem to believe. "
Jeseng Huang replied:" First of all, they just don't understand the scale and the breadth of AI".
Then all of the podcast attendees nodded in agreement: " Ya" .“ They don’t understand ….”
Jeseng once burst: "We can create $$Millions just at this moment," then he immediately recalled his CEO hat, It's a joke, not guidance ".... LOL
Watching this, it's amusing and also thought-provoking.
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