Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
Bloomberg Tech
Bloomberg
4.4 • 69 Ratings
🗓️ 18 May 2026
⏱️ 21 minutes
🧾️ Download transcript
Summary
Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Some follow the noise. |
| 0:03.3 | Bloomberg follows the money. |
| 0:05.4 | Because behind every headline is a bottom line. |
| 0:09.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:13.8 | there's a money side to every story. |
| 0:16.5 | And when you see the money side, you understand what others miss. |
| 0:20.8 | Get the money side of you understand what others miss. |
| 0:22.3 | Get the money side of the story. |
| 0:25.3 | Subscribe now at Bloomberg.com. |
| 0:34.9 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:37.2 | Gentlemen, good morning. |
| 0:37.7 | Hello. |
| 0:40.6 | Michael, in the quarter gone, |
| 0:42.8 | 1,000 new clients for AI server, for AI factory. |
| 0:45.4 | It's a hell of a chunk. |
| 0:47.3 | What is it that those new clients, |
| 0:49.4 | 5,000 total, are actually building |
| 0:51.2 | now different to one year ago? |
| 0:53.8 | I think that's probably a good place to start. |
| 0:57.2 | I think the change we see is it's kind of moved from testing and evaluating into production. |
| 1:04.9 | And we showed some great examples on stage, right, with Eli Lilly with a thousand GPUs. |
| 1:10.0 | In the physical world? It's Samsung. And these are not things that are on the screen, right? With Eli Lilly, with a thousand GPUs. In the physical world? It's Samsung. |
... |
Transcript will be available on the free plan in 11 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.