Transcript
0:00 Were lots of things that Jensen Huang spoke to, and that conversation was with Emily Chang, the host of the circuit on Bloomberg originals, and Emily's with us now. I mean, he was talking about his daughter Mhmm. And his son. Mhmm. And I think his son-in-law reflect on that on that that part of the conversation. It was about succession. Mhmm. Well, first of all, his daughter, his son, and his son-in-law all work at NVIDIA. Right. And so the question actually was talk about Madison Huang, his daughter Yes.
0:26 Who there have been multiple reports that she could be his successor. She was with him every step of that trip. We went with him to four countries in four days. And She was there? She was there. Was director of product marketing currently. She was there every day. She... You know, when we were waiting for him, multiple times, she would have the caterers bring out food and drink for the press. Everyone was was very excited about that. But I think it goes to the point that there is no obvious successor to him inside the company to... Given just how he ran the company so unconventionally, and, it sets up a really big dilemma.
1:04 We didn't play the sound bite there, but I I reviewed that part of the interview where he basically said the the the company being set up that way, Jensen at the top and then 60 direct reports and the tens of thousands underneath them, that's why it's been successful. Mhmm. Talk a bit about that. Well, you know, he was he was the the the guy at the center of the AI boom. You know, he's been at the company for thirty three years. He's the only person who's ever run this company. And so, you know, I... I'm sure Colette Kras is amazing, and I I know that you have spoken with her, but I think that they're definitely gonna need to talk about sort of governance issues in general in in terms of how this company, has been architected essentially from the ground up. I mean, what we saw on this trip was it takes on a whole new meaning now, but, Jensenity in in every... Everywhere we went, he was holding court with developers. There were lines out the door and around the block, not just for him, but also for NVIDIA holding court with world leaders, with tech CEOs, with founders, with the press. And, you know, this was a guy who... You know, I've heard this term used many time in the last forty forty eight hours, like, had the confidence of a salesman who knew exactly what the world wanted. And it it is true that they still make the best AI chips on the market, but he was a huge part of that. And I... What we saw was just how deeply he's involved with with these relationships, with every single country, with policymakers. And and and we went to to to France, to The UK, to Sweden, to Germany. And you have to think about how a lot of those relationships are now potentially compromised.
2:41 We we posed the question right at the top of the show. You know, what is NVIDIA without Jensen Huang? The the policymaker or government side of it is so crucial you asked him about NVIDIA's relationship with the US government and with president Trump, and I just wanna play a bit of that interview. It's not my job to agree or disagree. It's my job to inform him of decisions that we make impact not just the American citizens, the prosperity of our future. It impacts the world. And so if ever I have an opportunity to help inform him so that he could make a better decision, whatever the decision is, whether it serves me, whether it's, counter my interests, it's not my concern. It's only my concern that I I have an opportunity to inform him, and that's it. A 100%, that's how I feel.
3:32 You know, Jensen has said for a very long time, NVIDIA is an American company. They adhere to American laws, but he has also said China is critically important. 50% of the world's AI researchers are in or from China. Talk to him more about about that part of the conversation. Also, I just have to say, you know, when you think about the relationship that Jensen Huang has developed with the president over the last year, the last couple of years, again, we're looking at this through a new lens. I mean, he made the the very same argument to us that he has made for many years, which is that we should keep selling the most advanced US chips to China because that means all of China will be developing on our chips, and we will be increasingly embedded in their ecosystem. And if we don't do that, then they're gonna develop their own capabilities, and that's gonna be bad for The United States. You know, obviously, those comments, you look at them differently now knowing what we know. But this has been, you know, my understanding is a is a general NVIDIA policy. This is something that I believe Colette Crust also believes that we should keep selling chips to China. And if there are now sort of national security implications here, it's a much, much bigger deal.