The Minutes of Jensen Huang https://minutesof.com/jensen-huang/ Jensen Huang: 34 verbatim quotes from 41 appearances on ai factories, infrastructure and manufacturing. Latest August 2026. Every quote timestamped and… en Sun, 30 Aug 2026 16:22:53 +0000 Huang says AI represents the first reinvention of computing since IBM System 360 in 1964. https://minutesof.com/q/a9ede427-092e-4a72-b35d-120061bf3f61/ https://minutesof.com/q/a9ede427-092e-4a72-b35d-120061bf3f61/ “Since the invention of the IBM System three sixty in 1964, we're now reinventing the computer. You no longer have to code and no longer record information in advance, prerecording information.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang forecasts tens of trillions of dollars in new computer infrastructure over the next decade. https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ “We're now in the process of reinventing all of that, which is the reason why over the course of the next ten years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last sixty years.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang argues AI adoption requires simultaneous evolution of social norms, regulations, and technology like aut https://minutesof.com/q/6dbea561-11e2-4d75-823d-ddbc1c48ae4c/ https://minutesof.com/q/6dbea561-11e2-4d75-823d-ddbc1c48ae4c/ “So all of that combination of social norms, regulations, safer cars, seat belts, and all the technology that comes along with it, it's it's all of it at the same time.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang says Trump supported NVIDIA's investments in Intel and Coherent and U.S. manufacturing. https://minutesof.com/q/4a5d005e-bb7b-4f77-9a32-35e1a337e654/ https://minutesof.com/q/4a5d005e-bb7b-4f77-9a32-35e1a337e654/ “And he was delighted that we invested in Intel. He's delighted that we're investing in Coherent. He's incredibly happy that we are manufacturing in United States.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang says NVIDIA will spend about $500 billion building in America. https://minutesof.com/q/4af47fe2-687c-49e3-b300-56416c83aa90/ https://minutesof.com/q/4af47fe2-687c-49e3-b300-56416c83aa90/ “The chip plant in TSMC's chip had chip plant in Arizona, Foxconn, the the number of companies that we've inspired from Taiwan to to partner with us to build factories here.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang argues national security, technology leadership, and economic prosperity are not mutually exclusive. https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ “You could have national security, you have technology leadership, and you could have economic prosper ity all at the same time.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang claims the AI industry has created 600,000 jobs in the U.S. in recent years. https://minutesof.com/q/e29a2faa-ad8a-4eee-b0da-a6f9347bb1d8/ https://minutesof.com/q/e29a2faa-ad8a-4eee-b0da-a6f9347bb1d8/ “We've already, in the last several years, created some 600,000 jobs. And we're gonna create a whole bunch of jobs here.” — Associated Press Tue, 16 Jun 2026 20:50:13 +0000 Huang describes PhysicsNEMO as a physics-aware AI framework combining principled simulation with AI prediction https://minutesof.com/q/eb1ea83d-8c91-4ef7-8dde-aedbbff7c2b4/ https://minutesof.com/q/eb1ea83d-8c91-4ef7-8dde-aedbbff7c2b4/ “PhysicsNEMO is essentially a physics aware AI model simulation system and AI framework that allows us to create these AI models that are either trained by principled simulators or work alongside principled simulators” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang claims PhysicsNEMO can predict physics simulations ten thousand times faster than traditional methods. https://minutesof.com/q/efa4c687-8b33-4fdc-88bc-eb9d63667ddd/ https://minutesof.com/q/efa4c687-8b33-4fdc-88bc-eb9d63667ddd/ “so it's grounded in the laws of physics, but able to predict 10,000 times faster.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang says three formerly separate industries are converging rapidly to build AI infrastructure. https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ “Right now, as we're speaking, these three entirely what used to be three different industries are all growing incredibly fast so that we could create the infrastructure for intelligence and manufacturing the AIs.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang states a gigawatt AI factory costs approximately fifty billion dollars and tens are being built worldwid https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ “While these factories are incredibly complex, they're you know, a gigawatt AI factory is about $50,000,000,000 And now we're building tens of gigawatts around the world.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang characterizes current AI infrastructure as the largest industrial buildout in human history. https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ “It's an enormous infrastructure build out, the largest industrial infrastructure build out in human history.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang says NVIDIA's AI factory bill of material totals approximately fifty billion dollars. https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ “So the inventory bill of material of the supercomputer comes out. This AI factory comes out, adds up to about $50,000,000,000 bill of material.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang cites estimates of eighty-five trillion dollars in infrastructure investment over the next ten years. https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ “Trillions of dollars, tens of trillions of dollars. Estimates have it close to $100,000,000,000,000 $85,000,000,000,000 in the next ten years.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 Huang says the entire computing stack—processing, storage, networking, security—is being reinvented for AI. https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ “But remember what computing is. There's computing, there's the processing, but there's storage, networking, and security. All that is being reinvented as we speak.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang says AI creates abundance of intelligence by orders of magnitude, compressing year-long work into hours https://minutesof.com/q/4f81d78a-5e9e-4884-9e86-06863a537aee/ https://minutesof.com/q/4f81d78a-5e9e-4884-9e86-06863a537aee/ “AI reduces the cost of intelligence or create the abundance of intelligence by orders of magnitude.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang contrasts Moore's law (100x per decade) with current AI acceleration (1 million times per decade). https://minutesof.com/q/31d24717-9675-403b-a23d-dcc1924334ea/ https://minutesof.com/q/31d24717-9675-403b-a23d-dcc1924334ea/ “Remember, Moore's law was two times every 18, 10 times every five years, a 100 times every ten. Okay? But where are we now? A million times every ten years.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang calls the notion that AI will replace software tools illogical, despite software stock pressure. https://minutesof.com/q/260f76f8-da33-4869-a091-b8d4f64844e1/ https://minutesof.com/q/260f76f8-da33-4869-a091-b8d4f64844e1/ “There's this notion that the tool in this the software industry is in decline and will be replaced by AI.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang says AI expands addressable market from $1 trillion IT industry to $100 trillion global economy. https://minutesof.com/q/cd25adac-de13-45a2-be3a-4ec9e9995596/ https://minutesof.com/q/cd25adac-de13-45a2-be3a-4ec9e9995596/ “The IT industry is about a trillion dollars, right, or so, plus or minus a couple. And yet the the economy of the world is about a $100,000,000,000,000.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang says NVIDIA built local AI systems because he's not confident sharing company conversations in the cloud https://minutesof.com/q/0423a2d4-920c-4af5-b0a5-b20853203321/ https://minutesof.com/q/0423a2d4-920c-4af5-b0a5-b20853203321/ “I am not confident. I am not secure about putting all of NVIDIA's conversations in the cloud, which is the reason why we build it locally. We've built a super AI system locally.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 Huang uses his own disintermediation by calculators in 1970 as an analogy for AI's impact on jobs today. https://minutesof.com/q/58a8ba5a-0ab4-4ecd-815d-e96902e669fb/ https://minutesof.com/q/58a8ba5a-0ab4-4ecd-815d-e96902e669fb/ “I had a substantial advantage in the nineteen sixty's that I could calculate yields in my head. And then in 1970, they came out with the calculator.” — Milken Institute Wed, 07 May 2025 00:09:25 +0000 Huang notes the U.S. invested $62 billion in chips but discovered no one domestically could build factories. https://minutesof.com/q/9aeb57d0-fc3d-4581-81ca-49e67570601d/ https://minutesof.com/q/9aeb57d0-fc3d-4581-81ca-49e67570601d/ “The US passed an act. We're gonna invest 62,000,000,000. Mhmm. And then they discovered six months later, there's no one in The United States that knows how to build a factory.” — Milken Institute Wed, 07 May 2025 00:09:25 +0000 Huang says traditional supercomputers take three years to plan plus one year to get working. https://minutesof.com/q/2c7c1148-3e86-4e73-b57b-a7270a36f52c/ https://minutesof.com/q/2c7c1148-3e86-4e73-b57b-a7270a36f52c/ “A supercomputer that you would build would take normally three years to plan. Right. And then they deliver the equipment and it takes one year to get it all working.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 Huang claims NVIDIA reduced computing costs 100,000x in ten years versus Moore's Law's 100x. https://minutesof.com/q/53685b45-189b-43d7-8cac-1d4cd5f4234c/ https://minutesof.com/q/53685b45-189b-43d7-8cac-1d4cd5f4234c/ “we drove the marginal cost of computing down by 100000x over the course of ten years. Moore's law would have been about 100x. And we did it it in several ways.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 Huang predicts a new layer of AI factories running digital workers continuously. https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ “there's gonna be a new infrastructure. This new infrastructure are going to be AI factories that operate these digital humans. And they're gonna be running all the time, 20 fourseven.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 Huang hopes NVIDIA will grow to 50,000 employees with 100 million AI assistants. https://minutesof.com/q/f6444b24-f2de-47bd-96cc-6702ea068d2b/ https://minutesof.com/q/f6444b24-f2de-47bd-96cc-6702ea068d2b/ “I'm hoping that NVIDIA someday will be a 50,000 employee company with 100,000,000 AI assistants.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 Huang claims Nemotron 340B is the world's best model for reward systems and critique. https://minutesof.com/q/3cc924c3-b402-44f0-9b03-18c9c012a6e3/ https://minutesof.com/q/3cc924c3-b402-44f0-9b03-18c9c012a6e3/ “our model, Nemotron 350B is 340B is the best model in the world for reward systems. And so it is the best critique.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 Huang says 60 direct reports removes seven organizational layers and gives everyone equal information access. https://minutesof.com/q/733b037d-7e6e-4179-ba40-4f9d3da28869/ https://minutesof.com/q/733b037d-7e6e-4179-ba40-4f9d3da28869/ “Number two, if the CEO's direct staff is 60 people, the number of layers you've removed in a company is probably something like seven,” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang argues feedback should be public because everyone should learn from one person's mistakes. https://minutesof.com/q/0d4b48aa-a4de-496e-a1ff-45ad73094cb6/ https://minutesof.com/q/0d4b48aa-a4de-496e-a1ff-45ad73094cb6/ “Now, you created the conditions because of some mistake that you made or silliness that you brought upon yourself. We should all learn from that opportunity.” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang explains CUDA crushed NVIDIA's gross margins because it added cost without applications to justify premi https://minutesof.com/q/b7585dc0-5d8f-4cd8-91aa-72ee33bf55c9/ https://minutesof.com/q/b7585dc0-5d8f-4cd8-91aa-72ee33bf55c9/ “And if people aren't willing to pay you for it but your cost went up, then your gross margins get crushed” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang claims a trillion dollars of general purpose data centers must be replaced with accelerated computing. https://minutesof.com/q/c972c4c6-46ae-4475-8e28-7be11bee2639/ https://minutesof.com/q/c972c4c6-46ae-4475-8e28-7be11bee2639/ “The world has installed about a trillion dollars worth of data centers. Those trillion dollars worth of data centers use as general purse general purpose computing.” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang compares AI factories to electricity generation, saying tokens will be sold per million like kilowatt-ho https://minutesof.com/q/8df6898c-abb8-4082-be49-731774f22907/ https://minutesof.com/q/8df6898c-abb8-4082-be49-731774f22907/ “And just like the last industrial revolution, nobody understood why this electricity is so valuable and is now sold, right, marketed kilowatt kilowatt hours, you know, per dollar.” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang says AI accuracy doubles yearly for seven years until superhuman, and believability matters more than kn https://minutesof.com/q/205f6a9a-1f0d-4940-b7a4-acfaf41a726f/ https://minutesof.com/q/205f6a9a-1f0d-4940-b7a4-acfaf41a726f/ “Over the course of seven years, it's now superhuman. Same thing with speech recognition, same things with with natural language understanding. We want to know.” — Stripe Tue, 21 May 2024 19:46:22 +0000 Huang predicts AGI will arrive within five years if defined as passing current benchmark tests. https://minutesof.com/q/566b1129-c409-4ec8-a6a0-ca6d04bf60a9/ https://minutesof.com/q/566b1129-c409-4ec8-a6a0-ca6d04bf60a9/ “And if that's the definition of AGI, I will I'll make a guess. It's probably definitely within the next five years.” — Stripe Tue, 21 May 2024 19:46:22 +0000