SCOUT· 61%1h 39m·2026-10-15·TechnologyJensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99% optimistic about the decade ahead. Jensen joins Brad Gerstner and Clark Tang for their third BG2 conversation, recorded days after the Xi…
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What people are saying
“All the AI stuff is above my grade level BUT love listening to Jensen Huang...very intelligent & professional with common sense!!! He is well spoken soft and positive.”
“AI escaped and now everyone screams Grokmaxus haha! Worth it tho”
“So grateful your parents had the vision to send you and your brother to the US, Jensen”
“Very good Arguments for the AI Trade!”
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