a16z Podcast

Jensen Huang and Arthur Mensch on Winning the Global AI Race

Jensen Huang, Arthur Mensch, and Anjney Midha

Posted March 21, 2025

The global race for AI leadership 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.

More About This Podcast

The a16z Podcast discusses the most important ideas within technology with the people building it. Each episode aims to put listeners ahead of the curve, covering topics like AI, energy, genomics, space, and more.

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