This interview starts out discussing some of those new challenges that are related to politics in particular: we discuss last week’s deals with Saudi Arabia and the United Arab Emirates, the ban on H20 sales to China, and why the U.S. approach to chip controls risks America’s — and Nvidia’s — long term control. Huang also makes the case for why AI will drive GDP growth in the near future, and maybe even reduce the trade deficit. After that we get into today’s keynote and Huang’s keynote last month at GTC. As I note in this interview, I was surprised at how different they were, perhaps because they had different audiences: Taiwan OEMs and component makers and their enterprise customers today, versus American hyperscalers last month; the key thing to understand about Nvidia is that they want to sell to both. To that end, we discuss why a full-stack Nvidia solution maximizes utility, including how Dynamo improves inference performance, even as Nvidia’s approach to software and systems-building lets them sell you only the parts you want. And — perhaps appropriately given the question — we briefly touch on gaming at the end.

Full interview : NVIDIA’s CEO, Jensen Huang answers question on AI in the Middle East, the US Chip Diffusion rule, China, AI and GDP growth, Dynamo and full-stack Nvidia, enterprise, gaming, etc.