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Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue.

Drawn from what Jensen Huang said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    And so our expertise um helps our our our um uh our AI labs partners get another 2x out of their stack easily. Often times it's not unusual that we you know by the time that we're done optimizing their stack or optimizing a particular kernel their model sped up by 3x 2x 50%.

    Where this was said

    Watch from 0:31:35 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 9th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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