Jensen HuangCo-founder & CEO

I hope that they continue to keep it open. The Chinese market produces groundbreaking research, and half of the world's AI researchers are Chinese. We want to make sure that we can all share ideas as quickly as possible to advance the technology safely.

I hope not. The industry and science need open models for cybersecurity, economic security, and national security. Companies need to be able to control their intellectual property and data, which requires open frameworks.

No, that is a misconception. When you download an open model, you operate it within a harness inside a secure sandbox. This sandbox maintains privacy, security, and access control, allowing you to fine-tune and guardrail the model as you desire.

The raw technology is dual-use and must be allowed to advance quickly to become safer and more secure. Regulators should focus on specific applications, such as how AI is utilized in medicine, autonomous transportation, or local services.

Our sales to China are approximately zero today due to export controls. I have told our investors not to expect any sales. If licensing rules change and we are allowed to return, it would be a great honor to support that market.

Investors panicked and dumped chip stocks, thinking open models reduce the value of hardware. In reality, great open models lower the barrier to entry, which drives massive adoption. More adoption requires more compute, data centers, and NVIDIA chips.

We built Nemotron for companies and industries that cannot outsource their core intelligence due to sovereignty, regulatory, or privacy concerns. It is designed to be adapted for specific custom skills rather than competing directly with frontier labs.

Building and hosting your own AI is incredibly clumsy, expensive, and time-consuming. Most companies should rent pre-built intelligence from frontier labs like OpenAI or Anthropic because it is more convenient and cost-effective than running it themselves.

Closing models creates a single point of failure. Opening models allows cybersecurity experts worldwide to inspect, test, and patch vulnerabilities, creating a decentralized and diverse defense system that makes global digital infrastructure far more secure.

Historically, technology increases productivity, which creates more economic opportunities and jobs. For example, automating scan analysis increased the number of patients radiologists could see, which actually drove a twenty percent increase in radiologist employment.

This cycle is not driven by seasonal consumer demand. It is an industrial computing platform shift. We are building the foundational intelligence infrastructure layer of the world, which requires the semiconductor industry to expand five to ten times.

Traditional software was capital-expenditure light because code was written by humans. AI software requires massive computing clusters to manufacture tokens and process reasoning. Generating intelligence requires building physical data centers and investing in hardware.

Supply is heavily constrained by physical limits like land, grid power, chip packaging, and construction workers. These physical bottlenecks prevent over-building, giving the market plenty of time to absorb capital expenditures productively.

It is about strategy and maximizing the impact of limited resources. We have fifty thousand employees and want to grow to only seventy-five thousand in ten years. We focus our team single-mindedly on high-impact projects.

A token is an embedding of knowledge and intelligence. Unlike static numbers, the mathematics behind tokens get smarter and more capable over time. As tokens become more useful, their value and profitability continue to grow.

No athlete becomes great without setbacks, losing, and practicing when nobody is watching. Pain and suffering build character, resilience, and focus. They teach you how to manage stress and stay calm when challenges are at their highest.

Now is the most important time. I refuse to let a watch or a calendar manage my life. By focusing one hundred percent of my attention on the present moment, I can dedicate myself completely to the people in front of me.

It is the greatest country in the world because our open discourse, freedom, and vibrant system allow anyone with desire to make a great living. The environment naturally attracts the brightest minds to collaborate and build the future.