TMTB: NVDA CEO Jensen on Joe Rogan Key quotes

Not a ton incremental so I don’t think listening to the whole thing is priority unless you want to of course — I think a couple readers summed it up well in TMTB chat:

Link to full video.

Energy policy, re-industrialization, and AI factory build-out

“If United States doesn’t grow, we will have no prosperity. We can’t invest in anything domestically or otherwise, we can’t fix any of our problems. If we don’t have energy growth, we can have no industrial growth. If we don’t have industrial growth, we can’t have job growth. It’s as simple as that… The fact that he came into office and the first thing that he said was ‘drill baby drill’—his point is we need energy growth. Without energy growth, we would not be able to build factories for AI, not be able to build chip factories, surely not be able to build supercomputer factories. None of that stuff would be possible. With all of that, construction jobs flourish—electrical, electrician jobs, all of these jobs are now flourishing. We need energy growth if we want to re-industrialize the United States.”

Moore’s Law vs. accelerated computing: 100,000× in 10 years; AI energy per task collapses

“Moore’s law meant every year performance doubles, but what it really meant was the cost of computing halved. In five years that’s a 10× reduction in cost—and in energy for the same task. What’s happening with AI is even more extreme. In the last 10 years we improved the performance of computing by 100,000 times. Imagine a car that in 10 years became 100,000 times faster—or at the same speed used 100,000 times less energy. That’s why in 10 years the amount of energy necessary for artificial intelligence, for most people, will be minuscule. We’ll have AI running in all kinds of things, all the time, because it won’t consume that much energy.”

Small nuclear reactors and the AI energy bottleneck

“Almost everything is going to be energy constrained. I think in the next six, seven years you’re going to see a whole bunch of small nuclear reactors—by small I mean hundreds of megawatts. They’ll be local to the company. You build as much as you need and you can contribute back to the grid. That takes the burden off the grid and lets you size for the compute you’re putting in.”

Technology race and national security