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Jensen Huang
Co-Founder, Chief Executive Officer, President & Director, NVIDIA

Jensen Huang and Satya Nadella's Conversation at Microsoft Build

📅 Jun 02, 2026 NVIDIA 11 MIN 11 SEGMENTS · 2 SPEAKERS
At Microsoft Build, NVIDIA founder and CEO Jensen Huang joined Microsoft chairman and CEO Satya Nadella's keynote via ...

What Jensen Huang said

Written from the verified transcript and checked against it. Every figure links to the moment it was said.

Jensen Huang discussed the evolution of the PC into a personal AI, highlighting the RTX Spark system with a petaflop of AI performance and 128 GB of memory, capable of running a couple hundred billion parameter models. He traced the journey from the first AI supercomputer based on Ampere, through Hopper for pre-training, to Grace Blackwell for post-training and inference, noting Microsoft deployed the largest number of Grace Blackwells globally. Huang praised the Fairwater data center as liquid-cooled, closed-loop, and environmentally friendly, achieving 30 times lower token generation cost over Hopper. He introduced Vera Rubin, designed for agentic AI, with a revolutionary CPU for low latency and confidential computing. He emphasized the collaboration with Microsoft, including fully accelerated Azure tools like Fabric, and noted GitHub commits tripled recently, indicating agentic systems' productivity and profitability.

Key takeaways

  1. RTX Spark delivers a petaflop of AI performance with 128 GB memory, running models up to a couple hundred billion parameters.
  2. Microsoft deployed the largest and fastest number of Grace Blackwells globally, with Fairwater being a liquid-cooled, closed-loop system.
  3. Vera Rubin is designed for agentic AI, featuring a revolutionary CPU for low latency and confidential computing.
  4. Token generation cost is reduced by an order of magnitude, about 30 times over Hopper, with Grace Blackwell.
  5. GitHub commits increased by a factor of three in recent months, indicating agentic systems are productive and profitable.

Numbers and commitments

FigureWhat it refers toTypeAt
128 GB memory in RTX Spark metric 0:48
30 times reduction in token generation cost over Hopper metric 4:18

Chapters

  1. 0:00Vision for personal AI PCs
  2. 0:48RTX Spark capabilities
  3. 4:18Evolution of AI supercomputers
  4. 7:14Collaboration and integration
  5. 8:47Accelerating Azure tools

Questions asked in this interview

1
  1. 7:45Just talk a little bit about that broader vision of what does it mean for us an opportunity, right?
Satya Nadella 0:01 ↗
Thank you so much for being at Build again. I know it's late for you in Taipei. I really appreciate you staying up. You know, and then, you know, I've been looking at social and, you know, everything people have been talking about since your keynote over the weekend. And suddenly, you know, this concept of unmetered intelligence right at the edge is so hot again. So, maybe you want to talk a little bit. You've thought about this, talked about this, and now, of course, with RTX Spark really delivered, I think, what's a breakthrough system for AI to be much more ubiquitous. But, maybe Jensen, you can just share a little bit your vision around where you see this going.
Jensen Huang 0:48 ↗
Well, this all started about 3 years ago between a conversation between you and I. And we were talking about how we could build a new class of PCs that's incredible for designers and creators. And it would be incredible for artificial intelligence. And it would be one of these systems that has the processing capability, but also the software stack that's integrated into the world's design packages and creator packages. And of course, all the things that we're doing with AI. And here we are 3 years later. We built an incredible new chip. And this system is supported by all of this new software that you created for Windows. And we now have the ability to have essentially an autonomous agent running on the PC. Now, when you take a step back and you think about what does that mean? For the 30 or 40 years we've been working together, we went from inventing DirectX together to creating now this incredible computer that has autonomous systems running. The PC evolved from being an incredible tool to now being a tool that's used autonomously by an AI assistant. And so, the idea that I could be traveling and I'm on the phone and I could text my PC and ask my PC to get some coding done or some idea that I have and it would fire up the tools on the PC and it would make the modifications or the changes or the design that I told it to do and it would iterate with me while I'm away from the PC. My PC became an assistant. While I'm sitting there, of course, this PC would be my great assistant as well. And so, this idea that the PC evolved from a personal computer to a personal AI is just really exciting. And to see it come to life, Satya, to see it come to life and actually doing that, you know, so I'm super excited about it. RTX Spark, you mentioned earlier, has all these incredible capabilities, a petaflop of AI performance. It has a petaflops of NVFP4, this numerical format that our two companies worked on together, that allows us to take advantage of this 128 GB of memory and fit maybe a couple of hundred billion parameter model. A couple hundred billion parameter model is state-of-the-art. And so, I think the days of having a really smart assistant running on the PC is here.
Satya Nadella 3:27 ↗
Yeah, no, it's so awesome and in fact, I'm also excited about Windows coming to the GB300. And so, that's another thing that it's kind of like data center right on your desktop and it's so exciting. But talking about that data center side, obviously, you know, this entire thing got started when we built the first supercomputer together to train the GPT models and we've come a long way. In fact, even I was talking about the Fairwater design. It is custom-built essentially for the Grace Blackwell era to be able to max the data center design with the system design you had. And now, of course, we're validating Vera Rubin. We're very excited about it. Maybe you want to share a little bit about sort of what happens even on the cloud side with how you're pushing on the systems innovation.
Jensen Huang 4:18 ↗
Well, our journey's been incredible. We built the first AI supercomputer together. That was based on Ampere. Of course, Hopper was an incredible success. These first two generations were focused on pre-training. Grace Blackwell came along, and all of the focus moved to post-training, reinforcement learning, which allowed us to have reasoning models. And these reasoning models, based on mixture of experts, were incredibly intelligent, energy efficient, but it requires giant systems. And so, we created NVLink 72, and the entire rack became one computer. We had evolved from one node to now one rack. Well, Microsoft deployed the largest number of Grace Blackwells in the world today. The fastest and the largest number of Grace Blackwells in the world. Fairwater is just a magnificent system to look at. It's just a miracle of engineering. It's just an incredible feat. It's completely liquid cooled. You mentioned something earlier that I'm very proud of as well, that it's closed looped. Basically, uses almost no water, and it's incredibly environmentally friendly. It's energy efficient. We're able to increase the token generation rate and reduce the cost of token generation by an order of magnitude, some 30 times over Hopper. So, that was a huge achievement. Well, Vera Rubin was created for a world where these AIs are now agentic. And so, whereas Hopper was created for pre-training, Grace Blackwell for training, post-training, and also inference, Vera Rubin is designed to run agents. It's agents, as you know, this computing pattern is exactly the same computing pattern we're going to run on the RTX Spark. It's exactly the same agentic system, except of course, it's going to be much, much larger. We're going to process enormous number of them simultaneously. Many of them are going to be from different customers and different partners. And so, the entire path, the entire coding path from storage, which is the long-term memory, the working memory, is encrypted. The data is encrypted in transit. The data is also encrypted in use. And so, we're going to really innovate in the area of confidential computing. And so, this entire disaggregated, distributed computing system, you mentioned CPUs, Vera is a revolutionary CPU designed for agents. You know, the past CPUs were designed for humans. And you know, we're just more patient than agents are. And agents want low latency, just as you have been working on as well. Vera was designed for extremely low latency. And so, Vera Rubin is just completely revolutionary. I can't wait to show it to everybody. You've already stood it up.
Satya Nadella 7:14 ↗
Yep.

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Cite this transcript

APA, MLA, BibTeX
APA

Huang, J. (2026, June 2). Jensen Huang and Satya Nadella's Conversation at Microsoft Build [Interview transcript]. NVIDIA. CEOInterviews.AI. https://ceointerviews.ai/interview/958081/

MLA

Jensen Huang. "Jensen Huang and Satya Nadella's Conversation at Microsoft Build." NVIDIA, 2 Jun. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/958081/.

BibTeX
@misc{huang2026_958081,
  author       = {Jensen Huang},
  title        = {Jensen Huang and Satya Nadella's Conversation at Microsoft Build},
  howpublished = {Interview transcript, NVIDIA. CEOInterviews.AI},
  year         = {2026},
  month        = {jun},
  url          = {https://ceointerviews.ai/interview/958081/},
  note         = {Speaker-attributed transcript with timestamps}
}