Exclusive: Jensen Huang sits down with Deirdre Bosa at Nvidia GTC Berlin

Nvidia CEO Jensen Huang came straight off the GTC Berlin stage to take the question rattling the AI trade: can the neoclouds pay for all this? Huang told veteran business journalist Deirdre Bosa that the answer is the chips themselves. He says Nvidia GPUs stay productive for seven or eight years, not four, which makes them collateral a lender can underwrite. "Nobody gives a credit for that," he says. Nvidia has a stake in that argument, since it guarantees part of its chips' resale value on some financed projects. He also explains why he thinks the AI jobs narrative is "precisely wrong" and why nobody manufactures AI researchers at scale like China. Featuring Jensen Huang, Founder and Chief Executive Officer, NVIDIA Deirdre Bosa Gavin Baker, Managing Partner and Chief Investment Officer, Atreides Management Timestamps 0:00 Live from GTC Berlin 0:36 Stop overthinking, start building 1:14 An AI factory in a shipping container 2:37 Will there be a neocloud shakeout? 3:39 Power, permits, and other physical bottlenecks 6:03 Compute starts to trade like a commodity 7:27 Does AI financing worry him? 8:09 How long does a Blackwell chip really last? 9:04 An investor joins the conversation 9:55 DeepSeek's GPU hour and rising Blackwell prices 11:29 What if the financing is badly timed? 12:16 Hundreds of billions sitting idle 13:13 Open models against closed models 15:35 Where that leaves the frontier labs 16:51 Should America take China's chips seriously? 17:58 Is Washington getting the message? 18:57 Why China embraces AI and America pushes back 21:23 What data center builders owe their neighbors 22:55 What AI does for you today 25:19 Personal agents and the risk they carry 26:34 The agents that escaped the sandbox 28:05 Does the rest of the industry care about safety? #nvidia #JensenHuang #AIstocks #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=10000

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