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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 8 of 8

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 8 of 8

Jensen Huang talks with model builders on Nvidia GTC 2026 [Full Session]

> "AI is not the model it's the system it's the computer... models are essentially becoming just tools like file systems and connectors." - **Aravind Srinivas** [[00:11:43](https://youtu.be/GxBrMX1NPiQ?si=W1TiYNqTZsZIdJQw&t=11m43s)] > "The amount of computing use in pre-training was like 90% of training 2, 3, 5 years ago but in the future the amount of training percentage in pre-training is probably going to be…

Mar 27, 2026·AI
Jensen Huang talks with model builders on Nvidia GTC 2026 [Full Session]

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis | All-In Pod

> "Dynamo powered the factory of the last industrial revolution... it is the perfect name for the operating system of the next industrial revolution." - **Jensen Huang** [[00:01:22](https://youtu.be/gwW8GKwHB3I?si=3ewoM8XjsRkdPvRo&t=0h1m22s)] > "The $50 billion factory will generate for you the lowest cost tokens... even when the chips are free, it's not cheap enough if you can't keep up with the pace." - **Jensen…

Mar 20, 2026
·AI
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis | All-In Pod

Jensen Huang on AI, Compute, Tokens and the New Global Economy | Morgan Stanley TMT Conference 2026

> "We now know for certain that companies' revenues are directly correlated to compute." - **Jensen Huang** [[00:19:44](https://www.youtube.com/watch?v=xv7UVAfyebk&t=0h19m44s)] > "There will be no software in the future that's not agentic. How could you have software that's dumb?" - **Jensen Huang** [[00:23:26](https://www.youtube.com/watch?v=xv7UVAfyebk&t=0h23m26s)] > "I love constraints. And the reason for that…

Mar 19, 2026·AI
Jensen Huang on AI, Compute, Tokens and the New Global Economy | Morgan Stanley TMT Conference 2026

Dylan Patel — The single biggest bottleneck to scaling AI compute | Dwarkesh Patel Podcast

> "An H100 is worth more today than it was 3 years ago." - Dylan Patel [[00:15:50](https://youtu.be/mDG_Hx3BSUE?si=RDwFutqzk5p8s88T&t=0h15m50s)] > "You've got $50 billion of economic capex in the data center... and it might be a $100 billion worth of AI value into the supply chain is held up by this $1.2 billion worth of tooling that simply just cannot expand its supply chain quickly." - Dylan Patel…

Mar 16, 2026·AI
Dylan Patel — The single biggest bottleneck to scaling AI compute | Dwarkesh Patel Podcast

https://x.com/elerianm/status/2026849556420239484?s=20

*Nvidia Revenue*

Feb 26, 2026·Nvidia
https://x.com/elerianm/status/2026849556420239484?s=20

https://pitchbook.com/news/articles/map-vcs-benefiting-from-nvidias-acquisitions?utm_source=substack&utm_medium=email

*Map: The VCs benefiting from Nvidia’s M&A.The chipmaker has spent billions buying up AI startups to maintain its computing edge - Pitchbook*

Feb 19, 2026·Nvidia
https://pitchbook.com/news/articles/map-vcs-benefiting-from-nvidias-acquisitions?utm_source=substack&utm_medium=email

Untitled d15d47

*Co-incidence?*

Jan 23, 2026·USA
Untitled d15d47

Untitled d78f18

[YT Shorts] Jensen Huang introducing the NVLink Spine

Jan 8, 2026·Nvidia
Untitled d78f18
Source
AIFinanceKeynote
+66 more tags
ModelsNvidiaPE/VCPodcastSemiconductorsTechnology

Jensen Huang talks with model builders on Nvidia GTC 2026 [Full Session]

"AI is not the model it's the system it's the computer... models are essentially becoming just tools like file systems and connectors." - Aravind Srinivas [00:11:43]

"The amount of computing use in pre-training was like 90% of training 2, 3, 5 years ago but in the future the amount of training percentage in pre-training is probably going to be…

View Full Article
UJ
Mar 27, 2026
Source
AIall-in-podcastFinance
+77 more tags
Jensen Huang
Source
AIFinanceJensen Huang
+77 more tags
Morgan Stanley
Source
AIASMLFinance
+55 more tags
Nvidia
Source
NvidiaRevenueReport, Blogs & Insights
+22 more tags
Source
NvidiaPE/VCAI
USAChinaGeopolitics
NvidiaTechAI
+44 more tags
PE/VC
Markets & Investments
Nvidia
PE/VC
Podcast
Semiconductors
Technology

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis | All-In Pod

"Dynamo powered the factory of the last industrial revolution... it is the perfect name for the operating system of the next industrial revolution." - Jensen Huang [00:01:22]

"The $50 billion factory will generate for you the lowest cost tokens... even when the chips are free, it's not cheap enough if you can't keep up with the pace." - **Jensen…

View Full Article
UJ
Mar 20, 2026
Nvidia
PE/VC
Podcast
Semiconductors
Tech
Technology

Jensen Huang on AI, Compute, Tokens and the New Global Economy | Morgan Stanley TMT Conference 2026

"We now know for certain that companies' revenues are directly correlated to compute." - Jensen Huang [00:19:44]

"There will be no software in the future that's not agentic. How could you have software that's dumb?" - Jensen Huang [00:23:26]

"I love constraints. And the reason for that…

View Full Article
UJ
Mar 19, 2026
PE/VC
Podcast
Semiconductors
Technology

Dylan Patel — The single biggest bottleneck to scaling AI compute | Dwarkesh Patel Podcast

"An H100 is worth more today than it was 3 years ago." - Dylan Patel [00:15:50]

"You've got $50 billion of economic capex in the data center... and it might be a $100 billion worth of AI value into the supply chain is held up by this $1.2 billion worth of tooling that simply just cannot expand its supply chain quickly." - Dylan Patel…

View Full Article
UJ
Mar 16, 2026
TechnologySemiconductors

https://x.com/elerianm/status/2026849556420239484?s=20

Nvidia Revenue

View Full Article
UJ
Feb 26, 2026
+4
4 more tags
SemiconductorsFinanceTechnologyReport, Blogs & Insights

https://pitchbook.com/news/articles/map-vcs-benefiting-from-nvidias-acquisitions?utm_source=substack&utm_medium=email

Map: The VCs benefiting from Nvidia’s M&A.The chipmaker has spent billions buying up AI startups to maintain its computing edge - Pitchbook

View Full Article
UJ
Feb 19, 2026
+7
7 more tags
TiktokNvidiaReport, Blogs & InsightsMarkets & InvestmentsTechnologyUSSemiconductors

Untitled d15d47

Co-incidence?

View Full Article
UJ
Jan 23, 2026
Podcast
Technology
Semiconductors

Untitled d78f18

[YT Shorts] Jensen Huang introducing the NVLink Spine

View Full Article
UJ
Jan 8, 2026