Jensen Huang’s Midas Touch 3/19/24

TechCheck

CNBC

Faang, Business, Cnbc, Management, Investing, Disruptors, Tech, Technology

4.5 • 66 Ratings

🗓️ 19 March 2024

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public and private markets, with Synopsis, Dell and Cadence higher on the keynote, and a who’s who of generative AI startup darlings speaking at the conference as well, including Anthropic, OpenAI, xAI, Mistral and Cohere.

Transcript

Click on a timestamp to play from that location

0:00.0	shares of the invidious slipping
0:02.8	about two percent now they were down three about an hour ago as the company
0:06.1	kicks off its second day of its AI developers conference our dear jobosa is also
0:09.9	live in invidious geechtec for today's Tech Check segment with a look at the AI ecosystem
0:14.7	that NVIDIA has created.
0:16.9	It's a party over there, Deardra.
0:18.6	It is.
0:20.1	It's just getting started on day two, but that ecosystem fully on display here
0:24.0	at gee. As you said and as Jensen Huang said last hour everything starts with
0:28.4	software they build the full stack and they sell it in parts have a lesson.
0:31.7	They think that NVIDIA is a chip company because we sell it in parts have a lesson.
0:32.8	They think that NVIDIA is a chip company because we sell everything in parts.
0:36.2	The reason we do that is so that our customers could integrate
0:40.3	NVIDIA's technology into their data centers however they like.
0:44.6	Everybody's data centers are different, everybody's systems are different, and so when we build
0:48.7	up the whole thing, we make it work, but we sell it in part so that fits into the, you know, nooks and crannies if you will.
0:58.6	There are a lot of companies and an increasing number of them that use those parts in different ways that are here.
1:04.6	We've been calling at the Woodstock of AI, but maybe more accurately called the
1:08.7	W.W. D.C. of AI. Dub-W. as it is called here fondly in the Bay Area.
1:13.7	That's Apple's developer event and it's been one of the most important events in
1:16.9	tech over the last decade.
1:18.9	It kind of feels like that might be being replaced or rivaled at least by this one right here, GTC.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.