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Jensen Huang on NVIDIA's Underdog Mindset #Shorts
Jensen Huang discusses NVIDIA's future, staying an underdog and avoiding complacency at GTC Berlin.
BEP Research · videos & media
Research,
in conversation.
AI infrastructure, explained through systems and economics.
Explore BEP Research’s videos and interviews with founder Ben Pouladian. Follow the discussion from chips and memory to the cost of delivering useful AI.
Latest interview · Full conversation
Inside NVIDIA’s AI Factory Strategy: DSX POD, Power & Allocation | Dion Harris | GTC Berlin 2026
The AI race runs through power lines, cooling loops and construction sites.
29 minutes · Full conversation
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From the channel
Interviews & perspectives.
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Can Airplanes Explain GPU Value?
An AI chip and an airplane might seem like an odd comparison. Thomas Galbraith of Barkr explains how both have an asset value and income from leasing, while making clear that the analogy has limits. From our conversation at NVIDIA GTC Berlin. Full interview Friday at 5 AM PST.
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What Is an AI Chip REALLY Worth?
New chip launches get the headlines. What happens when those GPUs are resold? Thomas Galbraith of Barkr shares a real-market example from our conversation at NVIDIA GTC Berlin. Full interview Friday at 5 AM PST.
Short video / excerpt
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Jensen Huang: AI Jobs Go Beyond Software #Shorts
Where does Jensen Huang see jobs from the AI buildout? At GTC Berlin, he pointed to the energy sector, construction workers, plumbers, electricians and networking engineers.
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Jensen Huang: Why Better Technology Makes Us Busier #Shorts
Does better technology give us more free time, or bigger ambitions? At GTC Berlin, Jensen Huang argues that productivity gains expand what people take on.
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Jensen Huang: AI Could Explore 1,000 Car Designs 🚗 #Shorts
What if AI could explore 1,000 car designs? 🚗
Short video / excerpt
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How NVIDIA Cools AI Chips | Dion Harris at GTC Berlin 2026 #Shorts
NVIDIA’s Dion Harris explains closed-loop liquid cooling in this excerpt from my GTC Berlin 2026 interview. He compares recirculating coolant with evaporative cooling in the systems we discussed.
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TPUs ≠ GPUs. Here’s why CUDA matters 🧠 #Shorts
A TPU and a GPU can both do AI math, but the hardware and software ecosystem are different. Here’s why NVIDIA’s CUDA stack matters.
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Jensen Huang: Who Teaches the Robots? 🤖 #Shorts
At GTC Berlin, Jensen Huang compares teaching specialized skills to a robot with training an apprentice.
Full interview
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Google's Chip Gambit: TPUs, NVIDIA and the AI Compute Race | Ben Pouladian on TITV
Google's TPUs are moving beyond its own cloud. What does that mean for NVIDIA, AI infrastructure and the companies building on it?
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Why AI Agents Want Faster Simulations | NVIDIA's John Linford #Shorts
I asked NVIDIA's John Linford how AI agents will use engineering tools. His view: they'll reach for faster options.
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Jensen Huang: Why AI Data Centers Make Your Brain Explode 🤯 #Shorts
Jensen Huang explains why building AI data centers is so complex—and why the pressure to bring them online is rising.
Full interview
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NVIDIA cuDSS: Faster Simulation for Chips and Cars | John Linford
Ben Pouladian speaks with NVIDIA’s John Linford about cuDSS 1.0, sparse solvers, and accelerating engineering simulation—from chip design to virtual wind tunnels for cars.
Research briefing
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NVIDIA’s CPU Bet: Where AI Agents Run Their Code
https://newsletter.bepresearch.com/p/nvidia-wants-the-computers-behind
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How AI Data Moves: From GPU Racks to Optical Networks | BEP Research
AI infrastructure gets a lot more interesting when you follow the data.
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NVIDIA GPUs: The Fifth Avenue of Compute | Ben Pouladian
I compare NVIDIA GPUs to Fifth Avenue real estate: when one tenant leaves, who wants the next lease?
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The Next Inflection Is the Lab | BEP Research AI-Science Basket
AI is moving from answering questions to running experiments.
Full interview
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Why AMD Is the Most Overhyped Chip Stock | Ben Pouladian on Meta’s Muse, Anthropic IPO, & Semis
Ben Pouladian joins Jack Farley on Monetary Matters to discuss Meta’s Muse, the economics of agentic AI, NVIDIA versus AMD, data center power constraints, Anthropic’s IPO filing, and AI’s move into biology.
Research briefing
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Agent Wars: Grok Bot vs Muse vs Dots — Bigger AI Bill?
https://newsletter.bepresearch.com/p/devday-cheaper-ai-faster-agents-nvidia
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Anthropic passed OpenAI. Did OpenAI just take it back? #OpenAI #Anthropic #AI
Anthropic went from about $9B to $65B in annualized revenue run-rate between the end of 2025 and July 2026, passing OpenAI in the spring. Axios reports OpenAI is now approaching $70B.
Full interview
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NVIDIA, OpenAI and the AI Rent-or-Own Decision
Ben Pouladian joins ETN’s Luke Knight and Ronan Chambers to discuss NVIDIA, open models, cost per task, and AI’s next inflection in the lab.
Research briefing
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Free Isn't Cheap Enough: What GPU vs TPU Headlines Leave Out | BEP Research
Read the full article: https://bepresearch.substack.com/p/free-isnt-cheap-enough
From the channel
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NVIDIA: The Chip Is Dead, Long Live the Factory
Two days after the print, and the argument Ben Pouladian keeps making is that people are still pricing NVIDIA as a company that sells chips. What it sells is a building that turns electricity into tokens, and almost every competitive question in AI right now falls out of that one distinction.
From the channel
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NVIDIA's Q2: Supply Is the Cap, Not the Demand
NVIDIA guided into a ceiling it cannot lift fast enough, and the market spent the next morning calling the ceiling a slowdown. Ben Pouladian's read the day after the print: the quarter never had a demand problem, and almost nobody is pricing what is arriving behind it.
From the channel
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He Led People Blindly Into the Slaughterhouse: The Nebius Short
Michael Burry told his subscribers he was short Nebius. Four sessions later the company printed 454% revenue growth and the stock closed up 34%. Ben Pouladian's read on air: "He led a lot of people blindly into the slaughterhouse."
From the channel
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Google Has Become the Elder Statesman IBM of the Hyperscalers
Hours after Demis Hassabis stepped back from the DeepMind CEO seat and Jeff Dean left to found Discovery Loop, Ben Pouladian joined the European Technology Network with a four-month-old receipt: DeepMind had one talk and no booth at Google Cloud Next, and he wrote about it at the time.
From the channel
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A Generation Behind: AMD's Big Helios Ramp Is Q1 2027 The Information TV
AMD grew 50% in Q2 and the stock sold off anyway. Ben Pouladian's read is that the market stopped looking at the print and started reading the ramp schedule.
From the channel
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I Couldn't Find the Chip": An Open Letter to AMD's Lisa Su Ben Pouladian
AMD says its new Venice CPU beats NVIDIA's Vera by about 20% on single-core performance. Ben Pouladian of BEP Research read all 132 pages of AMD's own Advancing AI deck looking for the part behind that score and could not find it: no model number, no wattage, no price, and nothing matching it on AMD's published price list. He published an open letter to Lisa Su at 6am the morning of this interview. AMD reports Q2 the next day.
From the channel
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Ben Pouladian on the Memory Crash, Bloom Energy and Open Models
Memory stocks gave back a third of a parabolic run in a month and a lot of people decided the AI trade was finished. Ben Pouladian of BEP Research reads it as leverage coming out rather than a thesis breaking, then makes the harder argument: memory was never the binding constraint anyway.
From the channel
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Why Etched's Inference Chip Has a Depreciation Problem GPUs Don't
Etched came out of stealth on June 30 with $800M raised and over a billion in customer contracts, and X spent the day calling it the next NVIDIA killer. Ben Pouladian (BEP Research) joined Jack Farley and Max Wiethe on MTS Live to explain the part the hype skipped: a chip with the transformer architecture etched into fixed-function silicon is frozen at tape-out, while a GPU keeps getting faster in software over the same life. The bet Etched is making is that attention never gets displaced.
From the channel
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Nebius vs CoreWeave: Debt, Equity, and Who Wins the Compute Crunch | Ben Pouladian
Ben Pouladian (BEP Research) breaks down the real difference between Nebius and CoreWeave: how Nebius rolls with equity and shorter-term contracts to capture spot pricing, while CoreWeave's debt-laden, long-term-contract model trades pricing power for stability. Plus Nebius's Yandex roots, its custom-everything build approach, the Microsoft prepay, and why the Bitcoin-miner-to-HPC crowd faces a consolidation reckoning when margin compression hits. From Ben's conversation with Jack Farley and Max
From the channel
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The AI Compute Shortage Is Worse Than You Think | Ben Pouladian
Ben Pouladian (BEP Research) joins Jack Farley and Max Wiethe to break down where we really are in the AI build-out: whether token demand is peaking, why Google reportedly paid double the market price to rent compute, how Nebius and CoreWeave differ on debt vs equity and pricing power, the coming neocloud consolidation, the photonics timing debate out of COMPUTEX, and the bear case on high bandwidth memory (and why he's still long NVIDIA). Ben is the founder of BEP Research, an institutional-gra
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NVIDIA's VP Tells Me Most People Don't Understand This Ben Pouladian | GTC 2026
An interview from BEP Research’s GTC 2026 coverage, hosted by Ben Pouladian.
From the channel
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The Orchestration Layer Is the New Platform War — Ben Pouladian | GTC 2026 #nvidia #software
BEP commentary from GTC 2026 on the software layer coordinating AI infrastructure.
From the channel
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GTC 2026: The Future of AI Infrastructure — NVIDIA, Groq & the Inference Revolution | Ben Pouladian
Ben Pouladian’s GTC 2026 overview of NVIDIA, Groq, and the inference stack. A starting point for BEP’s system-level perspective.
Narrated research · September 16, 2026
Cheaper tokens are not the whole investment case.
A 66-second narrated briefing with charts and English captions. Inspect the selected model prices and follow the measurement question.
Watch the briefing and read the sources ↗
Selected press
AI infrastructure in the wider conversation.
The Wall Street Journal
We’re Using So Much AI That Computing Firepower Is Running Out
Ben Pouladian was quoted on AI compute capacity in reporting by Angel Au-Yeung and Robbie Whelan.
Read the Wall Street Journal article ↗Publisher subscription may be required.
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