'How hard can it be?' Nvidia CEO on leap to supercomputing
:: Stanford, California
:: May 29, 2025
:: John Hennessy, Former president, Stanford University
'It's a big leap going from being a graphics company to being a supercomputer company. That's a big leap of different business, it requires a lot more system expertise, more software expertise. So how do you think about assembling a team? Because that really had to change the…"
:: Jensen Huang, Nvidia CEO
'It drives all the same way. So first, you (say) 'Hey we can do this.' And so it always starts with this: 'Hey, guys, this we can do this.' And we can do it. So you start with a dream, and the next thing, the next logical leap is: how hard can it be? I always start every meeting with 'Hey guys we should start building cars.' It's sensible, we have computer vision now, you know, planning algorithms (unintelligible). Let's do it. And then somebody goes, 'we don't know anything about cars.' Well, how hard can it be? And so I think the clincher on that one is my mom can drive.
HENNESSY: 'Yeah, actually, humans are pretty good drivers. Look at it...'
HUANG: 'I know my mom shouldn't, but she can. And so, how hard can it be? And so the supercomputers were all the same thing. You know, we just… A.I., how hard can it be? And so we just kind of just go into it.'
His remarks came the same day the U.S. Department of Energy announced that Nvidia and Dell will supply core technology for 'Doudna,' a new supercomputer to be installed in 2026 at Lawrence Berkeley National Laboratory.
The event also came amid renewed political scrutiny of Nvidia's global operations, including bipartisan concern in Washington over the company's planned R&D facility in Shanghai.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Engadget
10 minutes ago
- Engadget
China calls for the creation of a global AI organization
China wants to work with other countries and has laid out its plans for the global governance of artificial intelligence at the World Artificial Intelligence Conference (WAIC) in Shanghai. Li Qiang, the country's premier, warned about "technological monopolies" and said that AI could become "an exclusive game for a few countries and companies." As such, he proposed the creation of a "world AI cooperation organization" during the event. Li didn't specifically mention the United States when he talked about monopolies, but the US restricts AI chip exports to his country. NVIDIA had to develop chips that are only meant for China and conform to export rules so it wouldn't lose the Chinese market completely. Meanwhile, Chinese companies like Huawei are developing their own AI systems to make up for China's lack of access to more advanced AI chips from American firms. Li also made the statement a few days after the Trump administration revealed its AI Action Plan, which seeks to limit state regulation of AI companies and which aims to ensure that the US can beat China in the AI race. The Chinese premier said his country would "actively promote" the development of open source artificial intelligence and that China is "willing to provide more Chinese solutions to the international community" when it comes to AI. He also said that his country was eager to share AI technologies with developing countries in the global south. "Currently, overall global AI governance is still fragmented. Countries have great differences, particularly in terms of areas such as regulatory concepts [and] institutional rules," Li said. "We should strengthen coordination to form a global AI governance framework that has broad consensus as soon as possible."
Yahoo
an hour ago
- Yahoo
Alphabet Just Gave Nvidia Investors Some Great News
Key Points Alphabet now expects to lay out $85 billion in capital expenditures this year -- up from a previously planned $75 billion -- and expects to further accelerate that spending next year. Alphabet's AI capex will be allocated toward servers, accelerated data center buildouts, and cloud computing infrastructure. Rising AI infrastructure spending from hyperscalers such as Alphabet bodes well for Nvidia and its thriving GPU business. 10 stocks we like better than Nvidia › Over the next several weeks, companies will report financial and operating results for the second quarter of 2025. As usual, technology investors will be focused on one thing: artificial intelligence (AI). "Magnificent Seven" member Alphabet kicked things off earlier this week, reporting robust results across its search, advertising, and cloud computing divisions. While Alphabet shareholders should be encouraged by the internet giant's strong performance, I saw Nvidia (NASDAQ: NVDA) as the real winner from the company's second-quarter performance. Let's dig into some of the important moves Alphabet is making and assess how Nvidia is benefiting from them. Alphabet is picking up the pace on AI infrastructure construction During the Q2 earnings call, Alphabet's management updated some details of its financial guidance. Alphabet now plans to spend around $85 billion on capital expenditures (capex) in 2025. Of note, this is a $10 billion increase over the company's prior guidance. And there's more. "Looking out to 2026, we expect a further increase in capex due to the demand we're seeing from customers as well as growth opportunities across the company," said Chief Financial Officer Anat Ashkenazi. Despite its increasingly aggressive spending on AI infrastructure over the last few years, Alphabet has stated that it doesn't plan on slowing down anytime soon. This should be music to Nvidia's ears. Why is this good for Nvidia? Management consulting juggernaut McKinsey & Company is forecasting that AI infrastructure spending could reach $6.7 trillion by 2030. And its research suggests that almost half of that money will be allocated toward AI hardware for further data center construction. In addition, research from Goldman Sachs and JPMorgan indicates that generative AI could add between $7 trillion and $10 trillion to global gross domestic product in the long run. From a macroeconomic perspective, these secular trends bode well for Nvidia's compute and networking empire. Moreover, I think that Alphabet's decision to bump up its AI infrastructure spending again adds some credibility to those industry forecasts. Alphabet's management specified that it is raising its planned capex in order to accelerate the construction of data centers and position itself to fill the rising demand for capacity on the Google Cloud Platform. Increased spending on network equipment, servers, and cloud infrastructure should lead to rising demand for graphics processing units (GPUs). I see this as a major positive development as Nvidia is still scaling up production of chips made using its latest Blackwell architecture. Considering Nvidia holds an estimated 90% share of the data center GPU market, I see Alphabet's investments in AI infrastructure as a major tailwind for the chip king and further propels the company's momentum over competition in the chip space. Is Nvidia stock a buy right now? With a market cap north of $4.2 trillion, Nvidia is currently the most valuable company in the world. While this might lead one to assume that the stock is expensive, its underlying valuation trends tell a different story. Nvidia currently trades at a forward price-to-earnings (P/E) multiple of 40. While this isn't "cheap" by traditional benchmarks, it is notably lower than the peak levels Nvidia has witnessed during the AI revolution. What makes these dynamics interesting is that Nvidia's growth trajectory is arguably far stronger today than it was 18 months ago when its forward P/E valuation peaked. The company remains at the center of the AI revolution, providing massive amounts of fast parallel-processing power to hyperscalers and accelerating AI workloads. To me, buying Nvidia stock at its current price is a no-brainer, and I see Alphabet's rising AI infrastructure spending as a long-term catalyst that should not be overlooked by growth investors. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 JPMorgan Chase is an advertising partner of Motley Fool Money. Adam Spatacco has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet, Goldman Sachs Group, JPMorgan Chase, and Nvidia. The Motley Fool has a disclosure policy. Alphabet Just Gave Nvidia Investors Some Great News was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Alphabet Just Gave Nvidia Investors Some Great News
Key Points Alphabet now expects to lay out $85 billion in capital expenditures this year -- up from a previously planned $75 billion -- and expects to further accelerate that spending next year. Alphabet's AI capex will be allocated toward servers, accelerated data center buildouts, and cloud computing infrastructure. Rising AI infrastructure spending from hyperscalers such as Alphabet bodes well for Nvidia and its thriving GPU business. 10 stocks we like better than Nvidia › Over the next several weeks, companies will report financial and operating results for the second quarter of 2025. As usual, technology investors will be focused on one thing: artificial intelligence (AI). "Magnificent Seven" member Alphabet kicked things off earlier this week, reporting robust results across its search, advertising, and cloud computing divisions. While Alphabet shareholders should be encouraged by the internet giant's strong performance, I saw Nvidia (NASDAQ: NVDA) as the real winner from the company's second-quarter performance. Let's dig into some of the important moves Alphabet is making and assess how Nvidia is benefiting from them. Alphabet is picking up the pace on AI infrastructure construction During the Q2 earnings call, Alphabet's management updated some details of its financial guidance. Alphabet now plans to spend around $85 billion on capital expenditures (capex) in 2025. Of note, this is a $10 billion increase over the company's prior guidance. And there's more. "Looking out to 2026, we expect a further increase in capex due to the demand we're seeing from customers as well as growth opportunities across the company," said Chief Financial Officer Anat Ashkenazi. Despite its increasingly aggressive spending on AI infrastructure over the last few years, Alphabet has stated that it doesn't plan on slowing down anytime soon. This should be music to Nvidia's ears. Why is this good for Nvidia? Management consulting juggernaut McKinsey & Company is forecasting that AI infrastructure spending could reach $6.7 trillion by 2030. And its research suggests that almost half of that money will be allocated toward AI hardware for further data center construction. In addition, research from Goldman Sachs and JPMorgan indicates that generative AI could add between $7 trillion and $10 trillion to global gross domestic product in the long run. From a macroeconomic perspective, these secular trends bode well for Nvidia's compute and networking empire. Moreover, I think that Alphabet's decision to bump up its AI infrastructure spending again adds some credibility to those industry forecasts. Alphabet's management specified that it is raising its planned capex in order to accelerate the construction of data centers and position itself to fill the rising demand for capacity on the Google Cloud Platform. Increased spending on network equipment, servers, and cloud infrastructure should lead to rising demand for graphics processing units (GPUs). I see this as a major positive development as Nvidia is still scaling up production of chips made using its latest Blackwell architecture. Considering Nvidia holds an estimated 90% share of the data center GPU market, I see Alphabet's investments in AI infrastructure as a major tailwind for the chip king and further propels the company's momentum over competition in the chip space. Is Nvidia stock a buy right now? With a market cap north of $4.2 trillion, Nvidia is currently the most valuable company in the world. While this might lead one to assume that the stock is expensive, its underlying valuation trends tell a different story. Nvidia currently trades at a forward price-to-earnings (P/E) multiple of 40. While this isn't "cheap" by traditional benchmarks, it is notably lower than the peak levels Nvidia has witnessed during the AI revolution. What makes these dynamics interesting is that Nvidia's growth trajectory is arguably far stronger today than it was 18 months ago when its forward P/E valuation peaked. The company remains at the center of the AI revolution, providing massive amounts of fast parallel-processing power to hyperscalers and accelerating AI workloads. To me, buying Nvidia stock at its current price is a no-brainer, and I see Alphabet's rising AI infrastructure spending as a long-term catalyst that should not be overlooked by growth investors. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 JPMorgan Chase is an advertising partner of Motley Fool Money. Adam Spatacco has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet, Goldman Sachs Group, JPMorgan Chase, and Nvidia. The Motley Fool has a disclosure policy. Alphabet Just Gave Nvidia Investors Some Great News was originally published by The Motley Fool
