저자: JensenHuang,인터뷰어JimCramer · 외국인
요약 보기
엔비디아는 단순 GPU가 아닌 AI 인프라/플랫폼 기업이며 데이터센터 전체가 하나의 컴퓨터라고 설명. AI는 '지능 제조 공장' 산업으로 대규모 인프라 수요가 지속된다고 강조. 인텔에 50억 달러 투자 및 커스텀 칩 협력, 오픈AI와 직접 인프라 파트너십 확대, CoreWeave 투자 성과를 언급. 중국 매출은 가이던스에서 0으로 가정하며, 미중 AI 정책은 미국 기술 스택 확산이 유리하다는 입장. 구체적 가격 방향 예측은 없음.
다듬은 글
Earlier today, I interviewed Jensen Wong, the bankable founder and CEO of Nvidia for the CNBC Investing Club's monthly meeting. One of the amazing things about this club is the access. In fact, I have some club friends with me now. But because Nvidia is the most important stock in this market, and Jensen is arguably the best executive in history, I want to make sure everyone has a chance to see some of the highlights.
So, take a look. You've taught us that this is the fourth industrial revolution and that there are room pretty much every for everybody. So, uh surprising that Lisa Sue and AMD uh team up with Open AI after you just teamed up or welcoming to some degree because you need to have everybody doing this in order to make it so that you're not the gating factor because you can't make everybody's chips.
We could try. Oh, well. All right. But I mean AMD, you know, give us a chance. Well, you could count. You could count on me. You can count on me. Le Lisa were here. I think she said the MI450 is every bit equal to yours. And I would say I want to hear from Jensen because it that's a chip. You're not a you're a platform and you're software.
You're loaded with software. And so therefore, a piece of hardware may not be equal to for total cost of ownership. We do we do very different. We build some things that are similar in category but we're very different companies. You know, Nvidia started out as a graphics ship company and over time we became a computing platform company and a computing platform company is largely software and you have uh you have a lot of developers and ecosystem that that create other software that sits on top of your computer.
We became a computer platform company. When artificial intelligence came along, uh we realized that artificial intelligence are really large computers and the entire data center is essentially uh one computer. And so we uh went off to work on distributed computing using multiple computers working together into one giant system.
So networking matters, switching matters, tons of software is involved. And so today when you when you look at the computers we make, they're you know a thousand acres large. It's a giant system, hundreds of megawws, you know, gigawatts at a time. And that's that's the reason why a new industry has emerged.
This industry requires factories that manufacture numbers which have when reformulated becomes intelligence. And so it's a intelligence manufacturing factory. And that's the you know this this new this new industry uh produces the most valuable thing the world's ever known intelligence and and uh so our company our company builds these large infrastructures and it's got lots of technology inside uh the GPU which we invented uh in uh 199 1996 I think it is um is one of the technologies inside but there's a whole bunch of technologies and and so we're we're uh uh we're we're
yeah we're Let me ask a question about the recent deal that you made with Intel. Now, I know Intel from I knew Andy Grove and a person on the board who suggested that they do a deal make a deal with a company that sounded a lot like you during the period when I know you were speaking to Andy and Andy was quite disrespectful.
Uh but that was his way. He just was his way. It's not the way it's the way that he had himself set himself up. Frankly, Intel Intel dedicated 33 years of our lives trying to kill us, right? And then a man whom I heard you make a test that was actually that was actually a mission. But that's absolutely true.
I mean, from my point of view, from a board member who said, "Listen, we have to destroy these guys." However, not dead yet. A new a company, a a new man, Lip Bhutan, comes in. I heard you give a testimonial to him in the 2022 Noise Awards. Uh that was gracious and it made me think, wow, there could be not only just a day ton, but maybe one day they'll be talking to each other.
This is an important deal for you, isn't it? You know, we're lovers, not fighters. And um and and it it it is true it true that that it is if you have an imagination about the future, uh it is possible to bring other people along. And and I always like it. I always like it when when we give a keynote, everybody's stock price goes up.
When somebody else gives a keynote, our stock price goes down. And so so it says it says it says it says that that the way we see the world, the way we see the future is inclusive for other people and we create opportunities that brings other people along. uh our our partnership with Intel uh m is because I can imagine a future for the both of us where we could both win and and not one of us have to win the other one to lose and this partnership brings them into our ecosystem and so they're going to they're going to build a custom microprocessor for us.
uh we're going to also build a custom microprocessor uh for a new market and so there there are two new products that comes along from this partnership and and also you know we we invested $5 billion in them which is a you know no small amount there now I'm an Intel shareholder why not I mean you're a big shareholder in
and ever since I invested it went up something like 50% or something well I mean we don't have a we don't have an open AI valuation but I think that there were a lot of people who question they were trying to figure out whether it's some sort of circular nonsense obviously clearly from events not but what bothered me is is that people don't realize how good an investor you are.
I actually have a friend who made a pitch in front of you and they didn't expect to see you they expected to see minions but then you were there and you drilled them for three hours of questions. You make these investments don't you? Well, you know, it's for us we make good investments and the reason for that is because well, first of all, we're smart and and uh but but the reason why we invest is because we imagine we imagine building something together.
And so when we wanted to create a new type of cloud uh uh we invested in a small company called Coreweave and then we helped them uh build themselves into a company and they went public and we made a fortune and that was fantastic. It was great for them. It was great for us. We're going to invest in open AI potentially invest in open AI.
It's it's a great privilege and and I'm very grateful that they invited us to invest. But the partnership of OpenAI is really it's incremental to all of the the work that we've done with that we are doing with Azure and OCI and uh and Coreweave. And so we're going to build up a whole bunch of capacity for computing for them because AI needs a lot of compute.
Uh this is this is a a partnership that for the first time OpenAI is going to buy directly from us. Usually they they buy we a cloud service provider buys from us and they rent from a cloud service pro service provider. And so now it's going to be a direct partnership. We're going to help them uh build an AI infrastructure that they operate themselves and and really set them up for uh you know 5 years out when they're going to operate their own cloud anyhow.
And so this is going to it's a great partnership. Do you think we're all waiting for trade talks or have you gotten less optimistic than you were last time I talked to you that there'll be something that allows uh let's say commerce with us in China? U well first of all u if if there are any you know investors all of our guidance assumes China zero and so if anything works out with China it will be a bonus for for us and now China is a very large market it's a very important market um and but let's take a step back I think the the um the policy makers want a great outcome for America and and they want America to in the policies want policy makers uh President Trump wants America to to win the AI race.
This is an important technology uh period and um uh AI is going to be foundational and transformative to uh every single country and and um President Trump wants America to win the AI race. And so the question is is um how to do that? how to how to ensure that that um uh American companies have all the best NVIDIA technology and the best chip technology on the one hand.
On the other hand, understanding that in order to succeed at AI, we really want the world to build on the American tech stack. Just as we want the world to be built on the American dollar, we would like the world to be built on the American tech stack, including developers in China. And so this this is that that balance of how do we ensure that American companies get the best technology on the one hand um but also on the other hand provide the technology to Chinese companies so that China could be built on American technologies and this this finesse this nuance um I is is a delicate balance and and this is where policy makers will have to wrestle with some of this and and I you know I I hope that I hope that we find a good place a complete ban is not not good for American companies long term.
Uh it might hurt Chinese companies a complete ban but it hurts American companies worse long term. And so I I think um this this uh this observation this realization uh um and the and this this nature of AI and the computer industry I hope is is understood um and u and that we can work this out someday.
But until it gets worked out, we should just assume it's zero. And uh I hope that we can get back to China someday. I I know you assume it's zero, but you were optimistic that something good could happen. Do you still feel that way? Well, I'm always optimistic. Fair enough. You are always optimistic.
I'm always optimistic. No, I buy into that. I'm not going to just say I'm always I'm always optimistic and because because on first principles, it makes sense for America to win. It's a pro America. um policy. It's great for American technology. If we if America wants to win the global AI race, we need we want the whole world to be building on American tech stack just as we want, you know, the whole world to be building on on the internet that was really invented here in United States.
We want the whole world to be building on Windows. We want the whole world to be building on, you know, AWS or Apple or We want We want the whole world to be building on that. That's a good thing. It helps American industry, helps American companies, and and um it builds it allows allows the world's uh uh every country to be built on American technology.
That's a good thing. Coming up, Kramer takes your calls and the sky's the limit. It's a fast fire lightning round .
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