Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy

The global race for AI dominance is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.

In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence.

How AI will reshape global economies and GDP
The full AI stack—from chips to models to AI factories
Why AI is both a general purpose technology and deeply specialized
The open-source vs. closed AI debate and its impact on sovereignty
Why no one will build AI for you—you have to do it yourself

Is this the most consequential technology shift of all time? If so, the stakes have never been higher.

Timecodes:
00:00: The Impact of AI on National Infrastructure
00:39: Is AI a General-Purpose Technology?
02:40: Why Nations Need to Engage AI
03:56: AI and Cultural Infrastructure
07:47: The Role of the Digital Workforce
11:49: Specializing AI for National Needs
13:18: Building a Digital Workforce
27:47: Challenges and Risks of AI Adoption
31:02: Is AI the Greatest Equalizer?
32:51: Open-Source Models
34:23: Collaborative AI Development
35:47: Open-Source AI in Niche Markets
37:17: Balancing Security and Openness
42:02: Company Building Insights
48:16: Navigating Competitive Partnerships
54:11: Future Trends in Computing

Resources:
Find Arthur on X: https://x.com/arthurmensch
Find Anjney on X: https://www.linkedin.com/in/anjney/
Find NVIDIA on X: https://x.com/nvidia
Find Mistral: https://x.com/MistralA

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