Jensen Huang – Will Nvidia’s moat persist?
Why Hacker News recommends it
HN cites it for Huang's own words on TPUs and on opposing export restrictions to China.
What it is
Dwarkesh Patel interviews Nvidia CEO Jensen Huang about whether Nvidia's moat will last. Topics include TPU competition, supply chain bottlenecks, selling AI chips to China and Nvidia's investments.
Recommended by 0 HN commenters across 0 different months, 2026 to 2026.
What Hacker News said
Cites jmyeet · 2026-05 · on “The US Is Winning the AI Race”
Back in the dot-com bubble, people started inventing new metrics to "value" dot-com companies that lost money hand over fist. My favorite was "revenue multiples". So instead of a a P/E ratio, it was just a multiple of revenue no matter how much money you lost. We've invented a new term here too: revenue backlog. OpenAI and Anthropic in particular need to recover probably at least $2 trillion to recoup their capex investments. Now Claude code has had an impact on software engineering but for a lot of AI uses you're just not going to recover $2T on $20/month subscriptions. It reminds me of Twitter trying to dig itself out of a $44B hole and losing half their ad revenue with $8/month blue ticks
Cites jmyeet · 2026-05 · on “Mistral's CEO: Europe has 2 years to stop becoming America's AI 'vassal state'”
The China example was such a massive blunder (from the perspective of US soft power). Like you say, it created a captive market for Chinese chips where Chinese companies might've otherwise bought foreign chips. That's inbuilt demand. But China also has something Europe doesn't and that's central planning. China has realized that chipmaking and AI are issues of national security. Europe just doesn't have that level of governance and forethought. Within 5 years China will be producing their own EUV chips despite the ASML export ban. And you know who realizes all this? The Nvidia CEO [1][2]. There is now a 70 year history of Europe being designed as and becoming comfortable with being a US vass
Cites gardnr · 2026-06 · on “LongCat-2.0, a large-scale MoE model with 1.6T total and 48B Active”
Dwarkesh Patel has AI/ML guests on his podcast. BoorishBears may have been referring to the Jensen Huang episode where they discuss TPUs: [this video]
Cites girfan · 2026-07 · on “Our position on open-weights models”
If nothing else, Anthropic has explicitly acknowledged the threat to its moat and that the margin is thin between its models and open-weight models. I'd take that as a win for open-weight models. Good luck preventing distillation and limiting the supply of accelerators to China when Jensen himself is a strong opponent of any such barriers [1]. [1] [this video]