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Dwarkesh Podcast
Dwarkesh Podcast

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Apr 15, 2026 · 1h 43m
AI Summary
  • Jensen Huang discusses TPU competition and Nvidia's supply chain dominance.
  • Debates selling AI chips to China and Nvidia's investment strategies.
  • Explores Nvidia's role beyond chip manufacturing, touching on hyperscaling.

Guests on This Episode

JH
Jensen Huang
9 podcast appearances

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