Nvidia CEO Jensen Huang Warns Huawei Chips for DeepSeek AI Models Would Be 'Horrible' for US Nvidia’s chief executive, Jensen Huang, has expressed concerns that if Chinese artificial intelligence startup DeepSeek optimizes its new AI models using Huawei Technologies’ chips, it could pose a significant threat to U.S. technological dominance. Huang made the remarks during a recent podcast interview, highlighting the potential for China to surpass the United States in AI development if the country leverages its domestic infrastructure and resources. The warning came ahead of the anticipated launch of DeepSeek’s V4 foundation model, which is expected to be unveiled later this month. Reports suggest that the V4 model may run on Huawei’s latest Ascend 950PR processor, a development that has raised eyebrows in the U.S. tech sector. Meanwhile, earlier reports from Reuters indicated that the V4 model might have been trained on Nvidia’s Blackwell chips, a scenario that would violate U.S. export control regulations. DeepSeek’s V3 model, launched in late 2024, was initially trained on 2,048 Nvidia H800 graphics processing units (GPUs), which are based on the older Hopper technology. However, the V3 model was banned from sale in China in 2023 due to export restrictions. These restrictions eased under the Trump administration, prompting Nvidia to restart production of the more advanced H200 chip for the Chinese market. Huang mentioned this development during a March interview, emphasizing the company’s efforts to navigate regulatory challenges. Huang’s comments on the Dwarkesh Podcast underscored his belief that even if China’s semiconductor industry lags behind the U.S., the country could still achieve AI leadership. He attributed this potential to China’s abundant energy supply and its large pool of AI researchers.#jensen_huang #deepseek #huawei_technologies #ascend_950pr #blackwell_chips
Nvidia CEO Jensen Huang Condemns Comparison of China Chip Sales to Nuclear Arms Deals Nvidia’s chief executive, Jensen Huang, has dismissed the notion that selling advanced chips to China is akin to transferring nuclear weapons to North Korea, calling such comparisons “lunacy.” The remark came in response to Anthropic CEO Dario Amodei, who previously likened the practice to “selling nuclear weapons to North Korea and then bragging that the missile casings are made by Boeing” in a January essay. Huang’s defense of his company’s strategy to expand into the Chinese market has sparked heated debate within the tech industry, with critics warning of the risks and proponents emphasizing the economic opportunities. Amodei, a vocal opponent of U.S. companies selling advanced chips to China, argued in his essay that such sales would give China an unfair advantage during a critical period for its AI development. He warned that China’s ability to produce frontier chips in large quantities lags behind the U.S., and that providing it with access to cutting-edge technology could accelerate its rise as a global AI power. “There is no reason to give a giant boost to their AI industry during this critical period,” Amodei wrote, highlighting concerns about the long-term implications for U.S. technological dominance. Huang, however, has consistently defended the decision to sell chips in China, framing it as a necessary step to maintain the U.S.’s influence in the global AI landscape. During a recent episode of the Dwarkesh Podcast, he sharply rebuked Amodei’s analogy, calling it “lunacy” and emphasizing that chips are not equivalent to nuclear materials. “We’re not enriched uranium.#dario_amodei #nvidia #jensen_huang #anthropic #us_china_relations
Anthropic’s Claude now has the capability to use a person’s computer to complete tasks, marking a significant step in the development of AI agents. The company announced the feature, allowing users to send prompts to Claude via a smartphone, after which the AI agent will autonomously carry out the requested task on the user’s computer. This update aligns with Anthropic’s broader strategy to create more versatile AI agents, a concept that gained widespread attention following the viral success of OpenClaw, a similar AI tool. The latest development highlights the growing competition among tech companies to build AI systems that can perform tasks independently. Nvidia CEO Jensen Huang recently described OpenClaw as “definitely the next ChatGPT,” emphasizing the race to develop advanced AI agents. Nvidia has since introduced NemoClaw, an enterprise-focused version of OpenClaw. Meanwhile, OpenAI has also joined the trend by hiring Peter Steinberger, the creator of OpenClaw, to lead efforts in developing the next generation of personal AI agents. Anthropic emphasized that while the new feature expands Claude’s capabilities, its use of computer systems remains in an early stage compared to its existing abilities in coding and text interaction. The company warned that Claude can still make mistakes and that threats to its security are constantly evolving. To mitigate risks, Anthropic has implemented safeguards to minimize potential vulnerabilities, ensuring that Claude will always request user permission before accessing new applications. The feature, called Dispatch, was introduced as part of Claude Cowork, enabling users to engage in continuous conversations with Claude through a phone or desktop interface. This allows users to assign tasks to the AI agent seamlessly.#nvidia #openclaw #jensen_huang #anthropic #claude
Vanguard Total Stock Market ETF Sees Inflows Amid Weekly Decline The Vanguard Total Stock Market ETF (VTI) experienced a 2.77% decline over the past week but recorded a net inflow of $3.66 billion over five days. This movement is attributed to shifting market sentiment toward some of the ETF’s major holdings. Despite the overall drop, investor confidence in certain underlying stocks has driven capital inflows. Nvidia Corporation’s shares fell approximately 3.8% during the week, even as the company hosted its GTC 2026 event. CEO Jensen Huang outlined plans for $1 trillion in revenue from upcoming Blackwell and Rubin chips by 2027. Analysts at Wolfe Research noted the stock’s pullback as an opportunity, citing potential earnings per share (EPS) of up to $14 and a valuation of around 13 times bull-case earnings. Wall Street targets suggest more than 50% upside for the stock. However, Nvidia faces two controversies: a U.S. export-control case involving alleged smuggling of AI servers to China and an antitrust review of a $20 billion deal with Groq. While Nvidia denies wrongdoing and asserts Groq’s independence, regulators express concerns about its growing influence in AI hardware and competition. Apple Inc. saw renewed momentum as iPhone 17 sales in China surged 23% in the first nine weeks of the year, outperforming the broader market’s 4% decline. During a high-profile visit to commemorate Apple’s 50th anniversary, CEO Tim Cook emphasized China’s strategic importance. The company also reduced App Store commissions on the mainland to 12% for smaller developers, absorbing margin pressure instead of raising iPhone prices. While App Store revenue growth slowed to about 7% quarter-to-date, gains in China offset softness in the U.S. and Japan.#jensen_huang #apple_inc #vanguard_total_stock_market_etf #nvidia_corporation #gtx_2026
Nvidia CEO Jensen Huang says engineers should be evaluated on basis of how many AI tokens they use Jensen Huang, the chief executive of Nvidia, has suggested that the evolving landscape of artificial intelligence is reshaping the role of software engineers. He argued that companies may soon shift their focus from traditional metrics like the volume of code written to the number of AI tokens utilized by engineers. According to Huang, the integration of AI tools into workflows is becoming so integral that proficiency in leveraging these technologies could determine an engineer’s effectiveness. He emphasized that access to AI compute power is transforming into a critical productivity asset, enabling teams to achieve outcomes more efficiently. Huang’s remarks were made during an appearance on the All-In Podcast, where he discussed the broader implications of AI on the tech industry. He highlighted that the rise of AI is not merely a supplementary tool but a fundamental shift in how software is developed and optimized. Engineers who can harness AI to process vast amounts of data, automate repetitive tasks, and refine algorithms are likely to outperform those relying solely on conventional coding methods. This perspective underscores a growing trend in tech companies to prioritize AI literacy and integration as core competencies for developers. The CEO also pointed out that the ability to use AI tokens—units of data processed by AI models—effectively could become a key differentiator in the industry. He suggested that organizations are increasingly recognizing the value of AI-driven insights and the efficiency gains they bring, which may lead to new performance benchmarks for engineers.#software_engineers #nvidia #jensen_huang #all_in_podcast #ai_tokens
Nvidia CEO Disagrees With Anthropic CEO’s ‘Doomsday AI Layoffs’ Prediction Nvidia’s CEO, Jensen Huang, has rejected warnings from tech leaders like Anthropic CEO Dario Amodei and AI pioneer Geoffrey Hinton about a potential surge in AI-driven unemployment. Huang, speaking during a December interview with podcast host Joe Rogan, argued that while AI will reshape the job market, he does not foresee a sudden wave of layoffs. Instead, he emphasized that the technology will gradually transform industries rather than cause catastrophic disruptions. Huang acknowledged that routine and repetitive tasks are most vulnerable to automation. He used the example of a job requiring manual labor, such as chopping vegetables, stating that AI tools like Cuisinart could eventually replace such roles. However, he highlighted that positions demanding interpretation, judgment, or creativity—such as those of radiologists—will remain resilient. “If your job is just to chop vegetables, Cuisinart’s gonna replace you,” Huang remarked, underscoring the distinction between automated and human-centric roles. While dismissing “doomsday” scenarios, Huang also outlined his vision of a future where AI creates entirely new industries. He speculated about emerging roles like robot tailors, who would design clothing for AI-powered robots. “You’re gonna have robot apparel, so a whole industry of—isn’t that right? Because I want my robot to look different than your robot,” he said, illustrating how AI could spawn previously unimaginable job categories. Huang also mentioned the rise of roles focused on building and maintaining AI assistants, as well as industries that are currently hard to envision. Huang acknowledged that even the imagined role of a robot clothesmaker might eventually be automated, noting, “Eventually.#dario_amodei #jensen_huang #geoffrey_hinton #nvidia_ceo #anthropic_ceo
Nvidia's CEO Jensen Huang has proposed a novel compensation model for engineers, offering artificial intelligence tokens as an additional incentive alongside their base salary. This approach aims to reward employees for deploying AI agents, which Huang envisions as productivity multipliers capable of automating complex tasks. During a speech at the GPU Technology Conference, Huang emphasized that engineers would receive a portion of their annual salary—estimated at hundreds of thousands of dollars—as tokens, which can be used to run AI tools and streamline workflows. Huang described tokens as a growing recruitment tool in Silicon Valley, highlighting their potential to enhance productivity by giving engineers access to AI systems. He outlined a broader vision of the workplace, where human workers collaborate with vast fleets of AI agents. These agents, he argued, could handle multi-step tasks with minimal human input, marking a shift toward a workforce that blends biological and digital employees. Huang previously stated that Nvidia’s employees would one day work alongside hundreds of thousands of AI agents, comparing the scale to his company’s 42,000 human staff. The idea of AI-driven labor transformation has sparked debate among investors and economists. Howard Marks, founder of Oaktree Capital Management, warned of an "incredible leap ahead in AI's capabilities," noting that the technology’s ability to act autonomously could redefine its economic impact. Marks suggested this distinction could separate a $50 billion market from a multi-trillion-dollar one. Goldman Sachs estimates that AI could automate 25% of U.S. work hours, potentially displacing 6% to 7% of jobs over time.#nvidia #jensen_huang #goldman_sachs #gpu_technology_conference #oaktree_capital_management
Nvidia CEO Jensen Huang Predicts Gradual AI Job Shift, Not Mass Layoffs Nvidia’s chief executive, Jensen Huang, has expressed cautious optimism about the future of employment in the age of artificial intelligence, stating that while AI will significantly reshape the job market, he does not anticipate a sudden surge in layoffs. Instead, Huang emphasized that the technology will likely create new roles and transform existing ones, rather than simply eliminating jobs. During a December interview with podcast host Joe Rogan, Huang highlighted the potential for AI to revolutionize industries while also acknowledging the challenges it poses for certain professions. Huang argued that jobs requiring non-routine tasks, such as those in healthcare or creative fields, are more likely to remain resilient against AI disruption. For example, he pointed out that radiologists are not merely tasked with analyzing medical scans but are essential for interpreting those images to diagnose diseases. “The image studying is simply a task in service of diagnosing the disease,” he explained. In contrast, jobs involving repetitive or routine tasks—such as chopping vegetables—may face greater risk, as AI-driven tools could eventually replace human labor in such roles. While Huang acknowledged that some positions will inevitably be displaced by AI, he avoided using the alarmist language of critics like Geoffrey Hinton, known as “the Godfather of AI,” or Anthropic CEO Dario Amodei, who have previously warned of widespread unemployment due to AI advancements. Instead, Huang focused on the potential for AI to generate new opportunities. He speculated that the rise of AI-powered systems could create demand for technicians who specialize in building and maintaining these technologies.#dario_amodei #elon_musk #jensen_huang #geoffrey_hinton #mit
NVIDIA Announces NemoClaw for the OpenClaw Community NVIDIA today unveiled the NemoClaw™ stack for the OpenClaw agent platform, enabling users to install Nemotron™ models and the newly released OpenShell™ runtime with a single command. This integration enhances security and privacy, allowing autonomous AI agents—referred to as "claws"—to operate more reliably and efficiently across both cloud environments and on-premises systems, including NVIDIA RTX PCs, DGX Station, and DGX Spark AI supercomputers. Jensen Huang, founder and CEO of NVIDIA, emphasized that OpenClaw represents a transformative shift in AI accessibility, positioning it as the "operating system for personal AI." He noted that OpenClaw has become the fastest-growing open-source project in history, bridging the gap between users and AI capabilities. Peter Steinberger, creator of OpenClaw, highlighted the platform's potential to empower individuals with secure, self-evolving AI assistants, stating that NVIDIA and its ecosystem are building the tools and safeguards necessary for widespread adoption. NemoClaw leverages NVIDIA’s Agent Toolkit to streamline OpenClaw’s deployment, installing OpenShell to provide open models and an isolated sandbox environment. This setup ensures data privacy and enforces security policies, creating a foundational layer for autonomous agents to function productively while adhering to defined guardrails. The platform supports any coding agent, enabling local execution of open models like Nemotron on dedicated systems or accessing cloud-based frontier models via a privacy router. This hybrid approach allows agents to develop new skills and complete tasks within strict privacy and security boundaries. Always-on AI agents require dedicated computing resources to operate continuously.#nvidia #openclaw #jensen_huang #nemotron #dgx_station
Nvidia CEO Hails OpenClaw as Potential Next-Gen AI Platform Nvidia CEO Jensen Huang has highlighted OpenClaw, an open-source autonomous AI agent platform, as a transformative development in artificial intelligence. During a recent address, Huang emphasized that OpenClaw represents a significant shift in how users interact with AI, moving beyond traditional chatbots to systems capable of completing tasks, making decisions, and taking actions with minimal human input. OpenClaw is designed to go beyond answering questions by enabling AI agents to operate independently. Huang described the platform as a foundational advancement, suggesting it could redefine the capabilities of individuals and organizations. He illustrated this potential with a real-world example: an OpenClaw agent could autonomously study images, learn design tools, iterate on ideas, and refine its output—all without direct user intervention. "They'll go off and learn how to design a kitchen. It will come back with design and reflect on that," Huang explained, highlighting the system's ability to self-improve. To support the widespread adoption of OpenClaw, Nvidia has introduced NemoClaw, an enterprise-grade version of the platform. NemoClaw integrates Nvidia’s software stack and tools to enhance security, scalability, and real-world applicability. The company aims to address concerns about deploying autonomous AI agents by incorporating privacy protections, oversight mechanisms, and enterprise-grade security measures. Huang also emphasized the broader implications of OpenClaw, suggesting it could democratize expertise. He stated that individuals in various professions—such as carpenters or plumbers—could leverage the platform to expand their capabilities, effectively elevating their skills to those of architects or other specialists.#ai #nvidia #openclaw #jensen_huang #nemoclaw
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough In Visual Fidelity For Games NVIDIA today announced the release of DLSS 5, marking the company’s most significant advancement in computer graphics since the introduction of real-time ray tracing in 2018. Jensen Huang, founder and CEO of NVIDIA, emphasized that the technology represents a transformative leap for graphics, combining traditional rendering techniques with generative AI to achieve unprecedented visual realism while preserving artistic control. The evolution of NVIDIA’s graphics capabilities has been driven by continuous innovation. From the introduction of programmable shaders with GeForce 3 in 2001 to the launch of real-time ray tracing with GeForce RTX 2080 Ti in 2018, the company has consistently pushed the boundaries of visual fidelity. More recently, the GeForce RTX 5090 series introduced path tracing and neural shaders, enabling more realistic lighting and reflections. NVIDIA DLSS, first launched in 2018, initially focused on performance improvements by upscaling resolutions and generating new frames. Over time, it has evolved into a cornerstone of modern gaming, integrated into over 750 titles. DLSS 4.5, released earlier this year, already demonstrated its ability to render 23 out of every 24 pixels on screen using AI. DLSS 5 now extends this capability to redefine visual quality in games. The AI model behind DLSS 5 is trained to understand complex scene elements, including characters, hair, fabric, translucent skin, and environmental lighting conditions such as front-lit, back-lit, or overcast scenarios. By analyzing a single frame, the system generates highly detailed images that accurately depict intricate details like subsurface scattering on skin, the subtle sheen of fabric, and light-material interactions on hair.#nvidia #jensen_huang #bethesda #dlss_5 #geforce_rtx_5090
Nvidia Expands Autonomous Vehicle Partnerships with Hyundai, BYD, and Others Nvidia has announced new partnerships with Hyundai Motor, Nissan Motor, Isuzu, and Chinese automakers BYD and Geely to expand its autonomous vehicle (AV) development business. The collaborations focus on Nvidia’s Drive Hyperion platform, a system designed to help companies develop and deploy driver-assist and autonomous driving capabilities for Level 4 AVs. These vehicles are capable of operating without human intervention in predefined conditions or areas. The partnerships mark a significant step in Nvidia’s strategy to grow beyond its core artificial intelligence (AI) business. During the company’s GTC developers conference in San Jose, California, Nvidia CEO Jensen Huang emphasized the importance of self-driving cars, calling the current advancements a “ChatGPT moment” for the industry. He stated that the company has achieved a breakthrough in autonomous driving and is now announcing four new partners for its robotaxi-ready platform. Huang predicted that the number of robotaxi-ready vehicles in the future will be “incredible,” though no consumer vehicles are currently available that can operate entirely without human oversight. The Drive Hyperion platform is part of Nvidia’s broader “end-to-end” AV solution, which includes data center training, large-scale simulations, and in-vehicle computing systems. Nvidia does not manufacture or sell AVs or many of their components, instead providing the technology and infrastructure for automotive companies to build their own systems. Current customers of the platform include self-driving startups like Aurora and Nuro, as well as consumer-facing businesses such as Sony Group, Uber Technologies, Jeep parent Stellantis, and electric vehicle maker Lucid Group.#nvidia #jensen_huang #hyundai_motor #byd #drive_hyperion
Nvidia to invest $2 billion in neocloud Nebius amid AI data center push Nvidia announced a $2 billion investment in Nebius, an artificial intelligence cloud company, as part of its broader strategy to expand AI infrastructure and data center capabilities. The move adds to the chipmaker's existing investments in AI firms and highlights its growing role in shaping the AI ecosystem. Shares of Nebius, a U.S.-listed company based in Amsterdam, surged over 10% in premarket trading following the announcement. Nvidia, the world's most valuable company, has been actively investing in AI-related ventures and data center infrastructure, including partnerships with firms that are also its customers. This has raised questions about potential circular deals, where companies collaborate in ways that could blur the lines between competitors and partners. Nebius, which is already a customer of Nvidia, plans to deploy more than 5 gigawatts of data center capacity by the end of 2030. This amount of power is equivalent to the needs of over 4 million U.S. households. The partnership with Nvidia is expected to accelerate Nebius's expansion, as the company aims to scale its operations to meet rising global demand for AI-driven services. Nvidia's investment comes after the company previously committed to deploying at least 10 gigawatts of its systems for OpenAI and announced a $30 billion investment in the startup. Nebius is part of a growing group of "neocloud" firms that are gaining prominence by supplying AI infrastructure to major U.S. technology companies. These firms, including Coreweave, focus primarily on tech customers and offer specialized data center capacity tailored for AI applications.#microsoft #nvidia #jensen_huang #neocloud_nebius #meta_platforms
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud NVIDIA and Nebius Group N.V. have announced a strategic partnership aimed at advancing the next generation of hyperscale cloud infrastructure for the AI market. The collaboration will focus on developing and deploying full-stack AI solutions, spanning from AI-native applications to enterprise-level systems. NVIDIA has committed to investing $2 billion in Nebius, underscoring its confidence in the company’s engineering expertise and its ability to address the growing demand for high-performance computing. The partnership seeks to deepen the collaboration between the two companies across the entire AI technology stack, including AI factory architecture, production software, and infrastructure deployment. This will enable Nebius to accelerate the expansion of its industry-leading full-stack AI cloud platform. A key goal is to support Nebius in deploying more than 5 gigawatts of NVIDIA-powered systems by the end of 2030. NVIDIA will facilitate this by enabling early adoption of its latest accelerated computing platforms, including the NVIDIA Rubin platform, NVIDIA Vera CPUs, and NVIDIA BlueField storage systems. The collaboration will involve several key areas of focus. First, it will include AI factory design and support, with access to partner design materials, review processes, and system software assistance. Second, the partnership will develop a best-in-class inference and agentic AI stack for developers and enterprises, leveraging NVIDIA’s latest software technologies, optimized models, and libraries. Third, it will focus on deploying multiple generations of NVIDIA infrastructure across Nebius’s platform, ensuring scalability and efficiency.#nvidia #jensen_huang #nebios_group_n_v #arkady_volozh #nebios
Nebius stock surged 10% on Wednesday following Nvidia's announcement of a $2 billion investment in the artificial intelligence cloud company. The deal includes collaboration on AI infrastructure deployment, fleet management, inference, and AI factory design and support, according to a company release. Nvidia CEO Jensen Huang highlighted the partnership, stating that Nebius is developing an AI cloud tailored for the "agentic era," fully integrated from hardware to software and powered by NVIDIA’s advanced computing technology. He emphasized that the partnership aims to scale cloud capabilities to meet growing global demand for AI-driven solutions. The investment announcement follows Nvidia’s recent strategic moves, including $2 billion partnerships with Lumentum and Coherent, and a significant investment in Mira Murati’s Thinking Machines Lab as part of a multiyear collaboration. These steps underscore Nvidia’s focus on expanding its influence in AI and related technologies. The stock’s sharp rise reflects investor confidence in the potential of the partnership, positioning Nebius as a key player in the evolving AI infrastructure landscape. The move also highlights Nvidia’s broader strategy to solidify its role in shaping the future of computational technologies.#nvidia #jensen_huang #nebius #lumentum #coherent
Micron stock continues to climb in 2026, driven by surging demand for its high-bandwidth memory (HBM) solutions, which are critical components for artificial intelligence (AI) hardware. The company, a leading supplier of HBM for data centers, is set to report its latest quarterly results on March 18, with expectations of record revenue growth. Analysts note that Micron’s stock appears undervalued, potentially signaling further upside. Graphics processing units (GPUs), essential for AI development, rely heavily on HBM to maintain data flow. Micron’s HBM3E solution offers 50% more capacity than competitors while using 30% less energy, making it a preferred choice for AI developers. The company is preparing to ramp up production of its next-generation HBM4E, which promises 60% higher capacity and 20% lower energy consumption. This technology is expected to power Nvidia’s upcoming Vera Rubin chips, set for mass production in late 2026. Micron’s data center HBM supply for 2026 is already fully booked, but the market is projected to expand rapidly. The global HBM market, valued at $35 billion in 2025, could grow by 40% annually through 2028, reaching $100 billion. Micron’s fiscal 2026 second-quarter results, released in February, showed record revenue of $18.7 billion, a 132% increase from the same period in 2025. Its cloud memory segment, which includes HBM sales, saw revenue nearly double to $5.3 billion in the first quarter. Analysts anticipate even stronger performance in the upcoming March 18 report, with earnings expected to jump 480% year over year to $8.19 per share. The semiconductor industry’s rapid evolution, driven by AI, has shortened infrastructure upgrade cycles to as little as 12 months. Nvidia CEO Jensen Huang predicts data center spending on AI infrastructure could reach $4 trillion annually by 2030.#nvidia #micron #jensen_huang #hbm3e #hbm4e
