HackerTube / Video
Jensen Huang – Will Nvidia’s moat persist?
Dwarkesh Patel
Dwarkesh Patel interviews Nvidia CEO Jensen Huang about whether Nvidia's moat will last. Topics include TPU competition, supply chain bottlenecks, selling AI chips to China and Nvidia's investments.
HN cites it for Huang's own words on TPUs and on opposing export restrictions to China.
4 Hacker News mentions · 2026–2026