Jensen Huang cites Gemini 4's launch while arguing AI compute demand
In a clip with Gavin Baker, Jensen Huang lists demand at OpenAI, Anthropic and Grok and notes Gemini 4 just launched, arguing compute demand can back Nvidia's chips.
Gavin Baker told Jensen Huang DeepSeek makes $38 per GPU hour and Blackwell prices are up 17 days straight - Jensen went lab by lab: "OpenAI's got incredible demand, Anthropic's got incredible demand... you've got Grok Bot, incredible demand, Gemini 4 just coming out... without demand, nothing is resolvable" this is him explaining why he says Nvidia's chips can backstop the debt themselves, the trillion-dollar problem Gavin calls "a lot of wasted capital", and what he says about the agents that escaped the sandbox "what people thought used to be a four year lifecycle really is probably eight to maybe more" "manufacturing AI researchers at scale. Nobody does it... more seriously at a larger scale and better than China does" bookmark & watch the full conversation - then read the article below ↓
This post quotes another post: x.com/carm1nee/status/2085818667997274490