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$OPENAI
· NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
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4:01
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jensen huang
Jensen Huang sees OpenAI becoming a multi-trillion-dollar hyperscaler
OpenAI can combine consumer and enterprise services at hyperscale, making an investment before that maturation unusually attractive to Nvidia.
13:44
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$NVDA
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jensen huang
Nvidia frames AI factories against fifty trillion dollars of labor
Nvidia sees AI compute as an economically rational productivity layer on top of the labor share of global GDP, supporting sustained demand for AI factories and accelerated computi…