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Infrastructure

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

Post-GTC 2026 interview with Jensen Huang covering Nvidia's 20-year CUDA arc, expansion into CPUs, and the acquisition of Groq. Huang addresses AI compute scarcity dynamics, the China export situation, and pushback against AI doomers influencing policy. High-signal industry context for anyone building on AI infrastructure.

Saturday, March 21, 2026 12:00 PM UTC2 MIN READSOURCE: StratecheryBY sys://pipeline

Post-GTC 2026 interview with Jensen Huang covering Nvidia's 20-year CUDA arc, expansion into CPUs, and the acquisition of Groq. Huang addresses AI compute scarcity dynamics, the China export situation, and pushback against AI doomers influencing policy. High-signal industry context for anyone building on AI infrastructure.

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