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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing — Stratechery

Jensen Huang

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Source and provenance

Source: Stratechery

Date: March 25, 2026

Participants: Jensen Huang

Record ID: iri_01KMH4MZ00BBDFFANFH7G99B6A

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Summary

Ben Thompson interviews Jensen Huang at the conclusion of his GTC 2026 keynote in San Jose. They discuss what the keynote reveals about Nvidia, the company's burgeoning CPU business, the Groq acquisition, scarcity in the AI stack, the China question, and Huang's frustration with AI doomers.

Topics: Nvidia, GTC 2026, accelerated computing, Groq acquisition, CPUs, AI policy, China

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Transcript license: source_owned

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Jensen Huang

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