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What Jensen Huang thinks about energy

@jensen-huang · 86 positions · 0 changes of mind

Co-founder and CEO of NVIDIA since 1993.

Everything they publish, on ppll ↗

Jensen Huang did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

5 dated positions, 2026, in their own words. Our reading of what Jensen Huang has said — not written or endorsed by them.

  1. Our readingComputing is not a car market: x86 and ARM persist because ecosystems cost too much time and energy for anyone to replace.

    Their wordsComputing is not like that. There's a reason why the x86 still exists. There's a reason why ARM is so sticky. These ecosystems, these ecosystems are hard to replace. It costs an enormous amount of time and energy and most people don't want to do it.

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com 21st of 24 in this recording

    Interesting
  2. 3 weeks earlier

  3. Our readingData centres should be built to degrade gracefully when the grid needs its power back, instead of demanding perfect uptime from utilities that have idle capacity most of the year.

    Their wordsNow, the second thing is we have to build data centers that gracefully degrade.

    ↗Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com 9th of 23 in this recording

    data centers

    Interesting
  4. 2 months earlier

  5. Our readingAI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it.

    Their wordsThe reason why it's infrastructure is because obviously it affects every single application. It's used in every single company. It's used in every single industry every single country. Therefore, it's part infrastructure like energy and and internet.

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com 2nd of 20 in this recording

    infrastructure

    Interesting

  7. Our readingAI labs will bifurcate into specialities rather than each trying to be good at everything, the way people choose a speciality.

    Their wordsyou don't have to be good at everything in life as you know just like all of us we don't we could decide because we don't have time to learn everything equally well. We decide to choose a specialty and focus all of our energy on it and we become superhuman or incredibly good at something that other people are not. And so I think AI labs are going to start doing the same.

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com 12th of 20 in this recording

    Interesting

  9. Our readingWind and solar will not be enough for AI: every form of energy is needed, nuclear and natural gas included.

    Their wordsWe need, you know, natural gas. We need to be, of course, we need more energy on the grid. We need more energy behind the meter. Uh we're going to need nuclear. Uh wind is not going to be enough. Solar is not going to be enough.

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com 17th of 20 in this recording

    solar

    Interesting