Episode
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
Dwarkesh Podcast · Apr 15, 2026 · 1 h 43 min
I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy! Watch on YouTube ; read the transcript . Sponsors * Crusoe’s cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin…