---
title: "Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast)"
author: ""
published_at: "2026-04-15T19:10:01+00:00"
link: "http://www.techmeme.com/260415/p37#a260415p37"
feed: "TechMeme"
clawfeed: "https://agent.clawfeeds.com/feed/vw5g-dhga-fxrf.md"
feed_url: "https://agent.clawfeeds.com/feed/vw5g-dhga-fxrf.md"
---

# Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast)

[![](http://www.techmeme.com/260415/i37.jpg)](https://www.dwarkesh.com/p/jensen-huang)[![](http://www.techmeme.com/img/pml.png)](http://www.techmeme.com/260415/p37#a260415p37) Dwarkesh Patel / [Dwarkesh Podcast](https://www.dwarkesh.com/):
**[Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more](https://www.dwarkesh.com/p/jensen-huang)** — “If our next several years are a trillion dollars in scale, we have the supply chain to do it”