Biography Flash: Jensen Huang's AI Bets, AMD Rivalry, and Nvidia's Trillion-Dollar Future

11/10/2025 3 min
Biography Flash: Jensen Huang's AI Bets, AMD Rivalry, and Nvidia's Trillion-Dollar Future

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Episode Synopsis

Jensen Huang Biography Flash a weekly Biography.In the last few days, Nvidia CEO Jensen Huang has once again confirmed his reputation as both the face and force behind the global surge in artificial intelligence. The spotlight was back on him Wednesday during a major Squawk Box interview on CNBC, where Huang didn’t just detail Nvidia’s record $4.5 trillion market cap but also offered a candid look at his AI investment strategy, business regrets, and fresh industry rivalries. CNBC’s Emily Wilkins and Michael Santoli pressed Huang on Nvidia’s new investments, and he stressed how the company is “on the front lines of the AI race,” candidly admitting his only regret is not betting even bigger on OpenAI and Elon Musk’s xAI. Huang told the world he’s already invested in xAI but “wished he’d given more”—praising Musk’s uncanny ability to build transformative companies and calling xAI part of a generation of AI titans reshaping the very infrastructure of technology. According to CNBC and also reported by Times of India, Huang underscored that Nvidia’s backing of xAI was a strategic move, not just a play to boost GPU sales, and that there are “no vendor financing strings attached.”Huang’s public commentary is particularly newsworthy given the recent announcement that AMD, Nvidia’s chief competitor, has granted OpenAI up to a 10 percent equity stake in exchange for massive chip purchases. Huang described the move as “clever but surprising” in his CNBC appearance, expressing astonishment that AMD would give away so much ownership before its next-gen chips even ship. The market took notice—AMD gained 35 percent this week alone, while Nvidia posted a modest rise as investors digested this shift in the AI chip landscape, with TechBuzz highlighting the deal’s unprecedented nature.The broader context for all of this is Nvidia’s role at the center of a multi-trillion-dollar AI infrastructure buildout. Huang is constantly scouting for new AI startups, and he admitted to wishing he’d taken larger positions in names like CoreWeave, along with Anthropic and OpenAI. He’s been vocal that all recent investments have shown promise, but his lingering feeling is that Nvidia bet too small.On the public appearance front, the countdown is already on for Nvidia’s marquee GTC Keynote in Washington, D.C., scheduled for October 28, which the company is heavily promoting as a hub for industry innovation and a global benchmark for AI advancements. Social media has been abuzz with clips of Huang’s latest interviews and soundbites, amplifying his pivotal commentary about the U.S. and China being locked neck-and-neck in the AI infrastructure race—Nvidia “way ahead on chips” but China “well ahead on energy.”While there are industry rumors swirling about government scrutiny over exclusive tech partnerships, Huang was quick to assure on CNBC that Nvidia’s deals are not designed to lock others out, and there are no exclusivity clauses that would trigger antitrust headaches at the moment.That’s your flash on Jensen Huang. For more inside scoops and thoughtful profiles, thanks for listening—remember to subscribe to never miss a beat on Jensen Huang, and search “Biography Flash” for more great biographies.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

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