Jensen Huang on Nvidia’s Competitive Moat

Dwarkesh Patel · Interview · 1 h 43 min · 2026 · YouTube title: Jensen Huang – Will Nvidia’s moat persist?

Why it's here

HN cites it for Huang's own words on TPUs and on opposing export restrictions to China.

What it covers

Dwarkesh Patel interviews Nvidia CEO Jensen Huang about whether Nvidia's moat will last. Topics include TPU competition, supply chain bottlenecks, selling AI chips to China and Nvidia's investments.