Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The third pillar around making sure that we are expediting
Speaker 2: the export of our American AI stack. That is really
Speaker 2: core to our mission at Armada.
Speaker 3: Well, what I really like about the AI Action Plan
Speaker 3: is I actually believe it's quite actionable.
Speaker 2: That's just what a few of the AI leaders had
Speaker 2: to say yesterday in Washington about President Trump's AI Action
Speaker 2: Plan here with more in the administration's AI rollout is
Speaker 2: one of the people that helped formulate write that policy
Speaker 2: in that document, Shariram Krishnan, Whitehouse Senior Policy Advisor for AI,
Speaker 2: to get here in person in Washington, d C. There
Speaker 2: was a point towards the end of that that sequence
Speaker 2: of comments about exporting the American technology stack, exporting chips
Speaker 2: in particular. Your colleagues in the cabinet, mister Lutnick, for example,
Speaker 2: talked about this at length on stage. Are we going
Speaker 2: to get a sets of rules and how will we
Speaker 2: decide the volume and specificity of the types of chips
Speaker 2: that we can sell, particularly into China?
Speaker 1: Thank you Ed for having me here. I think we're
Speaker 1: going to work on that. I think if you look
Speaker 1: at the executive order that President Trump signed, which is
Speaker 1: about America setting the standard. What you're going to see
Speaker 1: is we're going to work closely with our friends in commerce,
Speaker 1: especially in BIS, and what we're going to figure out
Speaker 1: is what those police are going to be. But the
Speaker 1: metapoint here is President Trump said was very clear, we
Speaker 1: need America to set the standard for how AI is
Speaker 1: being used globally, from chips to models, to every part
Speaker 1: of the stack. And what we've seen over the last
Speaker 1: six months, be it with Huawei on the chip side,
Speaker 1: or be it with models like deep Seak, we have competition,
Speaker 1: and yesterday's plan sets a very clear note that we
Speaker 1: need to be making sure that our standards exist worldwide.
Speaker 2: I read all twenty three pages as many times as
Speaker 2: I could think twenty three on the version I have,
Speaker 2: but we can agree to disagree. There's a heavy emphasis
Speaker 2: on deregulation and permitting that we get for the onshoring
Speaker 2: component for exporting American AI. What is it tangibly What
Speaker 2: action will be taken to open that up, be it
Speaker 2: on the software end or the hardware end of the stack.
Speaker 1: Yes, So if you prison. Trump signed three executive orders yesterday,
Speaker 1: and one of them deals exactly with this and what
Speaker 1: we're going to do is we're going to work with
Speaker 1: industry to come up with a gold standard for what
Speaker 1: the American stack should be. And there's going to be
Speaker 1: a process and how we figured this out, and then
Speaker 1: we're going to try and make sure that when we
Speaker 1: work with our partners and our allied countries that they
Speaker 1: are using our stack instead of the competitions.
Speaker 3: For many would look at the four point two trillion
Speaker 3: dollar market capitalization of Nvidia and wonder doesn't need any
Speaker 3: more help in exporting its tech stack right now. How
Speaker 3: much more support does an AMD or an Nvidia need.
Speaker 1: You think, Well, the way we look at it is
Speaker 1: we want America to win. We want American GPUs and
Speaker 1: American models to be used. And Nvidia and AMD happened
Speaker 1: to be great American companies along with many many others,
Speaker 1: and so our job is to create the playing field
Speaker 1: where company where Jensen or I saw doctor Lisa Sue
Speaker 1: earlier can go sell their products worldwide.
Speaker 3: Let's talk about that team, because there were some absences.
Speaker 3: Let's say it we would think that Intel would be
Speaker 3: a company about some report on its earnings that would
Speaker 3: be integral to manufacturing here in the US. GSMC from
Speaker 3: abroad coming in and putting money to work here in
Speaker 3: the United States as well. What do we interpret by
Speaker 3: those who weren't in the room.
Speaker 1: I'm not sure I would read too much into that.
Speaker 1: I think if you look at yesterday's event, it was
Speaker 1: amazingly well attended. We had industry leaders from across the stack,
Speaker 1: from the semi conductor space to energy, to AI models
Speaker 1: to AI applications, and as you said, like you know,
Speaker 1: we really want American some my conductor industry to win,
Speaker 1: and you saw today's event being extremely well represented.
Speaker 2: When it came to that, you have advised the president
Speaker 2: and collectively as a group, looked at policy. But there
Speaker 2: was a moment that we have to address yesterday where
Speaker 2: the President, after making various people stand up, said that
Speaker 2: he had looked at breaking up in video, but then
Speaker 2: came to understand how crucial they were to the American
Speaker 2: technology stack and that his aid so basically said to him,
Speaker 2: Jensen's great. Can I ask you, did you ever discuss
Speaker 2: with the president the idea of breaking up in video
Speaker 2: and why that was included in his speech?
Speaker 1: No, I wasn't in the meeting with the president, but
Speaker 1: I think what the President was referring to, is that
Speaker 1: Nvidia has just done a phenomenal job in building products
Speaker 1: and applications and GPUs that the world is using, and
Speaker 1: that they're so ahead of the curve. So if you
Speaker 1: listen to the second lot of what the President said,
Speaker 1: he talked about how it's going to take several years
Speaker 1: for people to catch up with them. And I think
Speaker 1: that's kind of one of the pieces that's put America
Speaker 1: in this pole position when it comes to the GPU,
Speaker 1: is that everybody in the world wants to get access.
Speaker 2: To We appreciate the clarity issue round open source, very prominent,
Speaker 2: very high up in the AI Action Plan. Why that's
Speaker 2: something you're particularly focused on as well.
Speaker 1: Yes, And this is an issue near and dear to
Speaker 1: my heart. And this is something which I think the
Speaker 1: Biden administration got totally wrong, where they tried to basically
Speaker 1: scare people about open source. We believe that open source
Speaker 1: is the integral part of innovation, of how academic research
Speaker 1: is done, how you get little tech to innovate quickly
Speaker 1: and be on a level playing field. And we think
Speaker 1: America should win. And you know, the first day when
Speaker 1: I took this job, we had Deep Sea come out
Speaker 1: and really, you know, send a signal that America wasn't
Speaker 1: actually leading in open source at the time, and we
Speaker 1: believe that needs we rectified. And that's why in the
Speaker 1: action plan we send a very strong signal that open
Speaker 1: source or open weights America is going to have a
Speaker 1: leadership position.
Speaker 3: Another thing near in dat to your heart is pro wrestling,
Speaker 3: and it feels like we're in a wrestling match between
Speaker 3: China and the US, and I'm really interested as to
Speaker 3: how you navigate the rules of that wrestling match. For example,
Speaker 3: China gives US rare earth metal access in return, we
Speaker 3: give them some H twenties. But how does Vialion navigate
Speaker 3: if China stops and chokes that will they have to
Speaker 3: be limited in H twenty How do they get certainty
Speaker 3: in this environment?
Speaker 1: Well, first of all, if you're talking pro wrestling, let's
Speaker 1: speak clear. We have the face, we have the baby
Speaker 1: face who's going to ultimately go over for all of
Speaker 1: you pro wrestling fans. But look, you know, the way
Speaker 1: we think about it is we want the American tech
Speaker 1: stack to win. One of the metrics I talk about
Speaker 1: is every token that is inferenced worldwide, we want it
Speaker 1: to be on an American GPU or using an American model,
Speaker 1: how many our Quaterllion tokens there are, And when it
Speaker 1: comes to the head twenty, I think the way we
Speaker 1: think about it is we would much rather have Nvideo
Speaker 1: or AMD be the GPU of choice rather using Huawei
Speaker 1: or somebody else's. And that's how we.
Speaker 3: See it in video is a babyface as a fan favorite.
Speaker 2: I love it.
Speaker 3: Sharam krish Nan has been great having time with you.
Speaker 3: Thank you, White House Senior Policy Advisor for AI