YouSaid · the spoken record
Ali Kani
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- 2026-07-13
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- 2026-07-13
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“I think it's all of the above, as you can imagine. Revenue is important, obviously, but also basically NVIDIA, as you know, is a very strategic company. We value what sometimes Jensen called the zero trillion dollar business. We are looking for new opportunities which can create a trillion dollar business all the time. So there need to be strategic kind of priorities we set inside the companies is the new direction we go. And you probably also know that we are not a market share company. So it's a balance between basically what the current, what brings the money right now and what can create the future, create the opportunity for the company in the future.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Yes, believe it or not, of course. So basically, for example, believe it or not, even NVIDIA, basically, we do have a limited supply of GPU for compute. So we have an internal priority. And I'm working with my colleagues basically almost on a weekly basis to decide how to set aside these different compute sometimes for training, sometimes for test, resources for different thread of work in the company. And sometimes we need Jensen to help. But yeah.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“As I said, basically every GPU NVIDIA can manufacture is accounted for in some way The nature of the AI industry right now. They're going to go into some neocloud somewhere. Do you have to fight for resources and attention against that business which is growing at the speed and the scale that it's growing at?”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“And we can leverage basically those work. And then basically in the automotive organization to build up Mayo, for example, as you know, hopefully you have heard about it to help the AV industry basically have a powerful open source model to work on.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“So in virtue we have, let's say, centralized hardware team, which are responsible for the hardware roadmap on our GPU basically and the CPU and all the chipset, basically, strategy and the productization. And we have centralized software team. And the automotive is a separate, I would say, organization, which is very much more automotive, basically focused with the mission of really building the automotive platform to leverage the work from our hardware team and the software team and adapt to the automotive. And then basically we have the model team as well. Open source model team, actually part of the NVIDIA is also have a culture of virtual teams. For example, our open source model for Nemotron and Cosmos, they all have across our research team and the software team and the hardware team, but they are virtual teams that basically work on this open source foundation models.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Yes, I would, well, on the engineering side, obviously we have product, we have strategy, we have something kind of behind the scene, sometimes we call them Aung Sang heroes, right? The map team, for example, which is still very critical for L3L for the high-level autonomy paths and the data infrastructure.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“We have actually quite a sizable team somewhere between the auto thousands essentially in the automotive team. But it's a pretty, again, because we are working on the whole platform, so there's a hardware, software, and model and the infrastructure. So it's a pretty sizable team. And also, we have a lot of things we can leverage from the other teams as well, for example. We have pretty sure you heard about the Cosmos and the Motron. These are our basic open source foundation models. We're leveraging heavily from work from their side as well.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Because of the technology is changing so fast from, let's say, the automotive as we know before and to software defined vehicle AI defined vehicle, you have to gone through almost like a different talent pool to be able to set up the company in proper way to adapt to this new wave of technology innovations.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“The auto industry is very heavy. It involves basically massive supply chain and lots of companies, lots of employees, essentially. And to make a change on the architecture, and whenever you push out a car, you have to support it for 10, 15 years. This is the NVIDIA, obviously, as a supplier, we are also making a similar commitment to our customers. For travel technology, we supply, including Chipset, including other platforms and our AB technology, we will have the commitment to support for the same generation for 10, 15 years, right? Even for the current generation chip. If you think about it from Silicon Valley, from Silicon Provider kind of perspective, it's almost insane, but that's the nature of autumn business. It has basically the nature of the business to kind of slow things down a bit. And that's one. And the other thing is basically.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Kind of software upgrade without having many, many, let's say, discrete ECUs. Actually, I haven't heard people arguing against that recently. Maybe you heard something different, but I think that's really a necessary step for everybody at this stage is really almost like a table stake for the next generation architecture. Obviously, we're talking to a lot about YAMS, but this is, I think, to say the least, as a consensus that industry is moving towards.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I think that's just one side of it. Definitely have less legacy basically, a burden to worry about, isn't an advantage. But what I also see is not only, as I said, but even the global player there, they have to adapt to the China pace. And basically, at least from what I learn over there, everybody is going through that pace. Otherwise, again, you won't be able to compete. As you said, the wave software defined vehicle has been there for a long time, and Tesla is the one that's really basically, I think, taking it to full production. I'm not sure if the first one, but basically definitely to the, I would say, largest extent. And the only way to get there is to get to first of all the architecture described, right, this kind of architect can innovate.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Of them and try to help them basically upgrade the architecture to one or two computers route because there will be entertainment, there will be basically driving or ADAS ECU. But I think definitely the world is actually moving pretty rapidly in that direction. Well, some of them obviously will be slower. Some of them will be faster. That's the nature of this business. But I have no doubt basically the world is evolving in that direction.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“100%. Again, I had the, let's say, opportunity to witness what happened in China from 2018 to 2023. And the whole industry went through this massive change just in five years. Over there, not only the new OEMs, auto OEMs, but also the legacy ones, they have to adapt. And everybody is adapting to a basically a single central computer kind of electrical architecture because that's how you compete. In rest of the world as well, obviously we have our partners as well through basically drive and drive AV basic collaboration. For example, our partner Mercedes, their current generation is basically essential compute-based architecture. It's going to be in all their vehicles. And for the other basic OEMs, we're obviously working with all”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“The legacy automakers, for the most part, have not succeeded yet. And I'll just put an asterisk, maybe Ford will succeed with this new truck, but we don't know yet. Do you think the industry, broadly, is going to get to software-defined vehicles, or you think the legacy automakers are going to stay where they are?”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“A pretty fuzzy term, right? That's, I think, the idea there is we're going to get rid of all of the ECUs in a car that currently control lots and lots of different systems. And we will centralize all of those components into maybe one or two big compute centers in a car. Tesla is very famous for having done this. Rivian, they've made a huge bet on that. Was Sim Bensaid from Rivian was just on the show talking about that. Other legacy car makers have tried to do this. We had GM on the show. They said, look, we don't need to do that. We're fine. We'll do it our way. Ford tried to do this in big ways. They had to set up a skunk works and build an entirely new kind of way of making a car that they're very proud of. There'll be a truck coming out from that effort sometime soon. We're told. I don't think the industry got there. That's basically what I'm saying. The startup car makers got to the point where they could claim to have a software-defined vehicle, where there were one or two big computers in the car controlling every system.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“through OTA, software OTA pretty rapidly. That's what we call the software defined vehicle era. And now basically technology kind of advanced towards generative AI. We are seeing basically we're using AI to rewrite most of the software in car. That's what we call the AI defined vehicle, essentially. And that is also, I think, in one hand, accelerated the development pace of the vehicle capability. And in the other hand, it's also basically other than software also basically changed the way how we define vehicle as well. AI is impacting the whole industry at every level. So, this is really exciting to see how the world will evolve from here with this new technology innovations.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“With the AI technology, it's really getting to the next phase. What do we call AI defined vehicle, essentially? With this massive technology innovations, as you said, the autoway industry is changing pretty rapidly, I would say, over the last decade. As you know, I also worked as part of a Chinese OEM for a while, for five years heading their automotive autonomous driving team. Now basically I'm Nvidia. So what I've seen over my 15 years of career is really basically have the, I would say, the opportunity to witness this massive change. The car from a, let's say, mostly mechanical, obviously plus electrical, basically machine to some things that basically we can kind of upgrade the”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“That's an excellent question. Actually, I've been working in the auto industry, well, not exactly in the auto industry, but let's say working in the automotive sector for probably 15 years starting from my career in Qualcomm. I was heading the Qualcomm automotive team for a while. Obviously, we have heard the word basic software defined vehicle and then basically right now.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I'm really excited to talk to you. It feels like the very nature of what a car is. It's up for grabs. It feels like the automotive industry is in a period of massive realignment, almost as though there was a sense of where the car was going to end up as a product for several years, and that is because of EV transition difficulties, because of U.S.-China trade war difficulties. All of that seems more messy than ever before. A lot of car makers are retrenching, and it feels like your position in NVIDIA gives you a pretty wide view of what's going on in the car industry because you supply so many of the major automakers in virtually every country. So let's just start there. What's your view of where the car industry is on this kind of long winding road to both autonomy and electrification?”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Leader in Chensen Wang, and Jinju said his three years there so far have been a rapid learning experience. He didn't shy away from the reality of needing to compete for resources and manufacturing capacity against the company's booming AI business. And his description of what wins those arguments, especially when his customers are as slow and cost diverse as automakers, was fascinating. Of course, we also talked about AI and how NVIDIA's approach to autonomy brings together what Jinju calls the classical stack and the ability for reasoning models to actually operate the car. There's a lot here, including the idea that you'll have an AI model literally talking to itself to figure out how to drive your car, which I find both incredibly interesting and incredibly funny. Of course, you can't talk about electric cars or autonomous vehicles without talking about Tesla and Elon Musk. So I asked you pretty directly where Tesla is on the full self-driving curve and whether that technology can actually do what Elon claims it can do without having to put LiDAR sensors on the car. Tell me if you think his answer is hold.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“20% of situations and cars themselves just keep getting more expensive, even as consumers are feeling the squeeze of inflation and rising energy prices across the board. You'll hear Jinju say that there's actually startling progress in reinventing the fundamental nature of the car itself, something the industry has long called the software-defined vehicle, controlled by just a handful of powerful computers instead of dozens or even hundreds of independent electronic control units, or ECUs. The Huru Dakota listener, you have heard so many carmakers talk about the need to get away from ECUs. Jinzu says that moment is basically here. We also talked a lot about the Chinese car industry and how it's been able to essentially get a head start on all of this because it began building on EV architectures and platforms instead of having to manage or transition away from gas cars and all of those ECUs. Jinju used to work at a Chinese OEM, so he has quite a bit of insight here. He also talked about working at NVIDIA itself. It's a unique company with a unique”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Hello and welcome to Dakota. I'm Neil I Patel, editor in chief of the Verge, and Decoder is my show about big ideas and other problems. Today I'm talking to Jinju Wu, who is head of automotive at NVIDIA. NVIDIA is obviously in the news constantly right now because of the AI boom. It's one of the most valuable companies in the world because the AI industry can't get enough of the company's GPUs. But NVIDIA is also a key supplier to the auto industry. It's had chips and cars for years now, and Jinzhu has been instrumental in building a complete autonomous driving system that automakers can just use. It's already in place in newer Mercedes EVs, as you'll hear him mention several times. So I really wanted to get his perspective on how the auto industry is handling the big transition to self-driving EVs. The goal that every car maker and supplier will tell you is coming, but which seems maybe farther away in 2026 than ever. The EV adoption cycle in the United States is fully off track, self-driving seems to forever be stuck trying to solve the final”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT