Jensen Huang Goes Deep on CUDA, China, and Nvidia's Future
Nvidia's CEO sat down with Stratechery for a wide-ranging interview covering everything from CUDA to AI doomers.
Nvidia CEO Jensen Huang gave a rare, in-depth interview to Stratechery's Ben Thompson, covering a sprawling range of topics central to the AI chip giant's dominance and direction.
Huang addressed Nvidia's CUDA platform — the software moat that keeps developers locked into its GPU ecosystem. He discussed how reasoning and coding workloads are reshaping compute demands, and why CPUs still have a role in the accelerated computing stack rather than being fully replaced.
The conversation touched on Groq, a rival chip startup pushing inference-optimized hardware. Huang also weighed in on China's access to AI chips and dismissed concerns from AI safety doomers.
Perhaps most revealing: Huang reflected on Nvidia's fundamental nature as a company — not just a chipmaker but an accelerated computing platform. The full Q&A spans CUDA's technical core to geopolitical tensions.