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The Startups Building on Nvidia Compute

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May 21, 2026

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A part of Nvidia CEO Jensen Huang's latest message to investors is that Nvidia isn't just selling chips to Big Tech anymore: it's supplying the picks and shovels for an AI gold rush, where startups are building everything from AI agents to humanoid robots and robotaxis on Nvidia compute. One of the key backers of that ecosystem is Sarah Guo, founder of AI-native venture firm Conviction. She joins Ed Ludlow on "Bloomberg Tech."

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Guests & Subjects Covered

Nvidia CEO Jensen Huang'sBig TechSarah GuoConviction SheEd LudlowBloomberg TechYouTube WatchCaroline Hyde

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The Startups Building on Nvidia Compute · Bloomberg Technology · Sentinel