NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

NVIDIA CEO Jensen Huang joins Sarah Guo and Elad Gil to discuss AI, robotics, and the "AI Bubble" narrative. He shares insights on AI's impact on jobs, labor shortages, and his 2026 outlook on US-China relations and open source.

Mentioned

topics

• reasoning models
• robotics
• ai bubble
• ai impact on jobs
• labor shortages
• 2026 outlook
• us-china relations

persons

• Jensen Huang

companys

• NVIDIA

Listen