Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia's supply chain moat (90 minute read)

This post features a transcript of an interview with Jensen Huang. He discusses TPU competition, Nvidia's lock on the supply chain needed to make advanced chips, whether the US should sell AI chips to China, why Nvidia isn't a hyperscaler, how the company makes its investments, and more. Links to audio and video of the interview are available.