Jensen Huang Watch posted an update
Jensen Huang has a new brief, and Barron's has a name for it: spokesperson for the camp that wants no slowdown of AI, judged probably the best thing he can do for Nvidia's share price right now. The Information's TITV segment asks why Nvidia's chief executive rejects the pacing calls from OpenAI and Anthropic.
Why it mattersThe debate has hardened into camps. Dario Amodei wants frontier development slowed and researchers warn of risks, while Donald Trump, Huang and Meta's Mark Zuckerberg line up on the other side, per CNBC's report on next week's state dinner for Xi Jinping, which Huang plans to attend. Whatever you make of the pacing calls, their loudest counterweight now sells the compute the argument runs on: either the most useful voice in the room or the most conflicted one.
Discuss: Nvidia sells the compute this debate runs on either way. Does Huang's anti-slowdown campaign deserve the same weight as the lab chiefs' safety appeals, or is it the other side's advert?
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