About this episode

Dwarkesh Patel interviews Jensen Huang about TPU competition, Nvidia's supply chain, and the implications of selling AI chips to China.

I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy! Watch on YouTube ; read the transcript . Sponsors * Crusoe’s cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year. But hardware is only part of the story—for inference, Crusoe’s MemoryAlloy tech implements a cluster-wide KV cache, delivering up to 10x faster TTFT and 5x better throughput than vLLM. Learn more at crusoe.ai/dwarkesh * Cursor helped me build an AI co-researcher over the course of a weekend. Now I have an AI agent that I can collaborate with in Google Docs via inline comment threads! And while other agentic coding tools feel like a total black-box, Cursor let me stay on top of the full implementation. You can try my co-researcher out at github.com/dwarkeshsp/ai_coworker , or get started on your own Cursor project today at cursor.com/dwarkesh * Jane Street spent ~20,000 GPU hours training backdoors into 3 different language models, then challenged my…

People in this episode

Host: Dwarkesh Patel

Guest: Jensen Huang

Topics covered

• TPU competition
• Nvidia supply chain
• AI chips
• China
• investment strategies
• technology

Keywords

• TPU
• Nvidia
• AI chips
• China
• supply chain
• investment
• technology

Sponsors

Crusoe, Cursor, Jane Street

Mentioned in this episode

Organizations: Nvidia

Products: Blackwell GPUs

More episodes of Dwarkesh Podcast

• Michael Nielsen – How science actually progresses · April 7, 2026 · 2h 3m
• Terence Tao – Kepler, Newton, and the true nature of mathematical discovery · March 20, 2026 · 1h 24m
• Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute · March 13, 2026 · 2h 31m
• The most important question nobody's asking about AI · March 11, 2026 · 25 min
• Why Leonardo was a saboteur, Gutenberg went broke, and Florence was weird – Ada Palmer · March 6, 2026 · 2h 2m
• Dario Amodei — "We are near the end of the exponential" · February 13, 2026 · 2h 22m

Explore listener stats, chart rankings, contacts and more on the Dwarkesh Podcast podcast page.