Nvidia CEO Jensen Huang interview — Antitrust, openness, and the PC-console war

Nvidia had one other stellar quarter, reporting this week it had revenues of $4.73 billion for its third fiscal quarter ended October 25, up 57% from a 12 months earlier.

We talked to CEO Jensen Huang about these outcomes, however we additionally strayed into different points as properly, such because the setting for antitrust. The tech giants like Apple, Google, Amazon, and Fb are dealing with extra scrutiny as of late on antitrust, and I requested Huang if that affected Nvidia, particularly because it makes an attempt to accumulate Arm for $40 billion. Nvidia additionally mentioned its GeForce Now will debut on iOS through the net, with Fortnite coming quickly, in a approach that was constraining due to Apple’s guidelines about cloud gaming.

I additionally requested him if he thinks that Arm deal can even make Nvidia develop into extra open than it in any other case is perhaps. We additionally chattered concerning the PC versus the next-generation consoles and the way Nvidia’s two huge companies, gaming graphics and AI/datacenter chips, are contending with one another to develop into the corporate’s largest supply of revenues.

We hope you benefit from the dialog. Right here’s an edited transcript of our interview.

Above: CEO Jensen Huang reveals off GeForce RTX 3000 sequence graphics playing cards.

Picture Credit score: Nvidia

GamesBeat: Congratulations on one other good quarter. On anti-trust, I questioned — the regulators and Congress are all going after the tech giants now. Is that one thing which may have an effect on Nvidia indirectly, like with the ARM acquisition? What do you consider the setting for anti-trust?

Jensen Huang: There’s nothing on my radar. All the companies we’re in are tremendous aggressive. ARM has large clients. The brand new markets they need to develop into, they’re the extreme underdog. There’s each motive to imagine that by including extra horsepower to ARM, we’re going to extend buyer alternative and enhance innovation within the market. Our evaluation is that regulatory goes to be fairly favorable to this transaction.

GamesBeat: Do you suppose ARM may help Nvidia develop into extra open than it ordinarily is perhaps?

Huang: ARM and Nvidia are very related. Nvidia’s structure is offered in each cloud, in each pc maker, in each form and measurement. You should purchase chips. You should purchase methods. You’ll be able to hire it for a greenback an hour. The explanation why our platform is so well-adopted is as a result of it’s open. Individuals speak about even reverse-engineering our structure, and that’s wonderful. The structure might be probably the most abundantly accessible structure exterior of the x86 on this planet, for general-purpose programming.

ARM is similar approach. Their structure is offered to anyone who needs to return and get it. These are very related, and we’ve very related attitudes concerning the availability of our structure to clients.

GamesBeat: The opposite facet of that is, would you like different firms to be extra open and help you do extra? For instance, Apple and GeForce Now. That cloud gaming app can’t actually occur besides on the net. How do you’re feeling about others being open?

Huang: Our technique is to be open, to have an open platform for everyone to make use of nevertheless they’d like to make use of it. However all people has their very own technique. Ours simply occurs to be an open platform technique.

Jensen Huang of Nvidia holds the world's largest graphics card.

Above: Jensen Huang of Nvidia holds the world’s largest graphics card.

Picture Credit score: Nvidia

GamesBeat: We have now one other console season right here. What do you consider the PC versus console proper now? There’s an fascinating competitors shaping up.

Huang: I don’t actually suppose they’re rivals. The issues you are able to do on a PC, you possibly can’t do them on a console. However the factor that’s nice is that every one the content material builders are having to boost the bar as a result of the consoles are so highly effective. Everyone seems to be shifting to raytracing, which is unbelievable. All of that’s good for gaming.

When you take a look at the best way that individuals use PCs as of late, as you realize, gaming has gone properly past simply gaming. It’s used for artwork. It’s used for sport. It’s used for sharing and influencers. The PC is the very best platform for doing all of that. To not point out, you want a PC anyway for video conferencing and issues like that. You may as properly get an Nvidia GeForce with AI broadcasting and all that stuff. It’s good bang for the buck.

GamesBeat: I see gaming and the information middle are buying and selling the lead in your revenues forwards and backwards. Do you anticipate that to maintain occurring within the foreseeable future?

Huang: I hope the 2 companies will proceed to commerce leads within the measurement of the enterprise. It’s a foregone conclusion that everyone on this planet shall be a gamer sometime. There are solely a billion energetic players at present. Sometime there shall be 7 billion, eight billion energetic players. The expansion alternative for gaming remains to be properly forward of us. Gaming is the one leisure that may be any leisure. You and I each know that when the metaverse, we’re going to spend so much extra time in recreation worlds, not simply to recreation, however simply to hang around, to be with folks, to work together with folks. The gaming market has an amazing future forward of it.

Nvidia CEO Jensen Huang at the new robotics research lab in Seattle, Washington

Above: Nvidia CEO Jensen Huang on the new robotics analysis lab in Seattle, Washington

Picture Credit score: Nvidia

However, I additionally know that AI is a brand new approach of writing software program, and this fashion of writing software program goes to influence each trade. As a result of we will now write software program that we in any other case couldn’t earlier than, computing might attain extra locations that we in any other case couldn’t earlier than. For instance, who would have thought that on the roads of the long run, a billion computer systems may very well be simply driving round? Who would have thought that, sooner or later, there shall be hundreds of computer systems roaming round warehouses and factories? These are all new functions that in any other case wouldn’t have been doable with out AI.

Each constructing shall be an AI. All the things shall be an AI. That’s going to generate numerous information, much more computing. The pc trade goes to be gigantic due to AI. It’s the catalyst that’s been lacking. It’s the ultimate piece of the puzzle, to jot down the software program. If somebody can write the software program, we will promote a pc. Now we will have computer systems write software program. These two companies are long-term secular alternatives.

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