Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast)
Techmeme [Unofficial]
April 15, 2026
Dwarkesh Patel / Dwarkesh Podcast: Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more — “If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Discussion in the ATmosphere