This podcast interviews Jensen Huang (NVIDIA) and Arthur Mensch (Mistral) about sovereign AI and the global race for AI infrastructure. The discussion covers AI's status as a general-purpose technology, comparing it to electricity, and emphasizes the need for nations to develop their own AI capabilities rather than outsourcing them, highlighting the importance of "digital workforce" ownership. The speakers advocate for open-source AI models to foster collaboration, accelerate innovation, and enhance security through increased transparency and scrutiny, contrasting this with the risks of closed systems. A key takeaway is the need for nations to invest in AI infrastructure, talent development, and the creation of tools to customize AI models to their specific cultural and national needs.