PodcastBG2Pod with Brad Gerstner and Bill Gurley October 15, 2026
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Jensen Huang discusses AI compute demand, agentic AI, NVIDIA's growth and supply constraints, safety frameworks, and the case that AI revenues can justify massive capex.
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