CNBC Video:
A few take-aways:
- "Our deal" (Nvidia's) - is the first time Nvidia is directly selling to OpenAI; previously Nvidia was only selling to Cloud providers
- 3:35 ; Jensen starts to say "[OpenAI] is the most profitable ..." then corrects himself "Valuable start-up company ever"
- 3:55 for the AMD deal - "Considering [AMD] was so excited about their next generation product, I was surprised AMD would give away 10% of the company before they built it. Anyway, it's clever, I guess".
- (Paraphrase) "Nvidia is unique because it provides every chip needed for an AI datacenter"
- "Moore's Law is really slowing down"
A few take-aways:
- "Our deal" (Nvidia's) - is the first time Nvidia is directly selling to OpenAI; previously Nvidia was only selling to Cloud providers
- 3:35 ; Jensen starts to say "[OpenAI] is the most profitable ..." then corrects himself "Valuable start-up company ever"

- 3:55 for the AMD deal - "Considering [AMD] was so excited about their next generation product, I was surprised AMD would give away 10% of the company before they built it. Anyway, it's clever, I guess".
- (Paraphrase) "Nvidia is unique because it provides every chip needed for an AI datacenter"
- "Moore's Law is really slowing down"