Jensen Huang: I want to invest in everything Elon Musk is involved in

On October 9th, Nvidia founder and CEO Jensen Huang gave an in-depth interview to CNBC on the evening of October 8th. In the interview, Huang noted that the overall gap between China and the United States in the field of artificial intelligence is not significant, particularly in AI model technology, where both sides are quite close. Huang believes that while the United States has a slight advantage in overall model performance, China's progress in open-source models far exceeds that of the United States, and its advancement in AI applications is also astonishingly rapid, necessitating a heightened sense of vigilance from the US.

During the conversation, Huang repeatedly mentioned a major regret: not increasing investment in companies like OpenAI, xAI, and CoreWeave sooner. He particularly emphasized that OpenAI is arguably the most valuable startup ever, boasting both technological leadership and exceptional profitability. He stated that collaborating with these innovative companies remains an excellent opportunity.

Huang also noted that the AI industry has undergone a significant transformation in the past few months: AI models have moved from being "interesting" to being "practical," with businesses and consumers increasingly willing to pay for AI services. This change has enabled AI companies to achieve profitability, marking a new phase of development for the industry.

The following are Huang Renxun's key points in the interview:

Nvidia's partnership with OpenAI differs from AMD's, whose willingness to sell a 10% stake in the company before its product was fully mature was a wise move.

He expressed excitement about xAI's ongoing fundraising and admitted that he hopes to participate in almost every project Elon Musk is involved in.

1. AI has evolved from "fun" to "practical," and AI companies are now beginning to achieve profitability.

2. For businesses, specialized intelligence is more valuable, while for consumers, general intelligence is more popular.

3. China and the United States are at similar levels in the field of AI models, but China's development in AI applications has far exceeded expectations.

4. The policy of charging an additional $100,000 fee for H-1B visas is just the beginning. He revealed that even his own family would have struggled to afford such expenses back then.

5. Global demand for computing resources has grown exponentially over the past six months.