Jensen Huang and Arthur Mensch on Winning the Global AI Race

a16z Podcast

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.

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/MistralAI

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