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NVDAAMDInterview2026-03-19
Huang argues the more expensive data centre produces the cheapest output because of its efficiency.
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Jensen Huang · All-In Podcast · Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“It is very likely that the $50 billion factory, and in fact, I can prove it, that the $50 billion factory will generate for you the lowest cost tokens. And the reason for that is because we produce these tokens at extraordinary efficiency.”
Key terms
- custom ASICs
- — Chips designed by a customer for one specific job, as an alternative to buying general-purpose processors.
- throughput
- — How much work a system can get through in a given time.
Educational summary of a public statement. Not investment advice.