YouTube23 Jul 2025
1h 4m

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

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All-In Podcast

The podcast features discussions with Jim Litinsky of MP Materials, Lisa Su of AMD, and Chase Lochmiller of Crusoe, along with Jensen Huang of NVIDIA, focusing on the AI industrial revolution, rare earth materials, semiconductor manufacturing, and the infrastructure needed to support AI growth. The conversations cover topics such as US competitiveness, public-private partnerships, the role of AI in job creation and displacement, and the future of AI in various industries. The speakers emphasize the importance of American innovation, energy production, and strategic investments in technology and human capital to maintain global leadership in the AI race.

Outlines

Part 1: Rare Earths and US Supply Chain

Part 2: Semiconductor Manufacturing and AI Chips

Part 3: AI Infrastructure and Energy

Part 4: AI's Impact and Future Outlook

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