Squawk Pod Jensen Huang, FDA Commissioner Makary, & Beast Industries CEO 2/26/26
15 snips
Feb 26, 2026 
Jeff Housenbold, CEO of Beast Industries, building Mr. Beast into a global entertainment and consumer-products franchise. Dr. Marty Makary, physician and FDA Commissioner, pushing faster approvals and greater transparency for rare-disease therapies. They discuss franchise growth, fintech and streaming strategies, plus regulatory reforms, trial design changes, and publishing agency decisions.
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AI Has Hit A Third Inflection
- Jensen Huang says AI has passed a third inflection from ChatGPT to reasoning systems to agentic systems, massively boosting compute demand.
- He cites agentic systems doing tasks, cloud code and codecs improving programming, and rising cross-industry compute use as drivers of growth.
NVIDIA Powers Broad Industry AI Demand
- Jensen Huang frames NVIDIA as the accelerated computing platform across clouds, models, and industries, not just for hyperscalers.
- He points to customers from regional clouds to Lilly, auto makers building robo-taxis, and scientific computing as demand sources.
NVIDIA's Dominance Attracts Competitors
- Hosts discuss NVIDIA's dominant 95% share of data center GPUs and 75% gross margins, creating intense competitive interest.
- Becky notes AMD's Meta deal and Jensen acknowledges competition but emphasizes new chips and rapid product cadence.