Nvidia CEO Jensen Huang 10/8/25

Squawk Pod

CNBC

Investing, Business, News, Business News

4.2 • 543 Ratings

🗓️ 8 October 2025

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In an extended interview, Nvidia CEO Jensen Huang discusses the AI infrastructure landscape and his company’s investments in AI projects including OpenAI, xAI, and Coreweave. After leading the chipmaker for decades, Huang shares his perspective on the U.S. position in the AI arms race; China, he says, is not far behind. Plus, Huang weighs in on reports that Oracle is losing money on Nvidia chips, H-1B visas, and President Trump’s tech policies. In Washington, CNBC’s Emily Wilkins reports on the eighth day of the government shutdown. Emily Wilkins - 04:53 Jensen Huang - 17:15 In this episode: Emily Wilkins, @emrwilkins Michael Santoli, @michaelsantoli Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:04.3	Hi, I'm CNBC producer Katie Kramer.
0:07.1	Today on Squawk Pod.
0:09.8	Invidia CEO Jensen Wong.
0:12.2	Our chips are quite special.
0:13.8	We're the only company in the world today that builds all of the chips inside an AI infrastructure.
0:19.5	Just as bold face as his $4.5 trillion chip maker are the companies it has invested in, Open
0:25.6	AI, XAI, CoreWeave.
0:27.6	We've made some really terrific investments, and largely my only regret is that we didn't invest more.
0:32.6	NVIDIA has a lot of cash.
0:33.6	Yes.
0:34.6	And you've got to figure out how you want to push that back out. Jensen Wong's regrets, are there some?
0:39.3	And his vision for the future of intelligence.
0:43.3	There's just an incredibly large set of new companies that are enabled by this revolutionary
0:49.3	technology called AI.
0:51.3	And so these new companies are going to be future giants.
0:53.3	And it would be great to be part of them,
0:56.0	support their growth.
0:57.0	NVIDIA is on the front lines of the AI race against China, and the man who's been CEO there
1:03.0	more than 30 years says it's a close one.
1:06.0	China's well ahead of us on energy.
1:08.0	We are way ahead on chips.
	...

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