#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
3/23/20260 min
Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution.
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Transcript:
https://lexfridman.com/jensen-huang-transcript
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EPISODE LINKS:
NVIDIA: https://nvidia.com
NVIDIA on X: https://x.com/nvidia
NVIDIA AI on X: https://x.com/NVIDIAAI
NVIDIA on YouTube: https://youtube.com/@nvidia
NVIDIA on Instagram: https://www.instagram.com/nvidia/
NVIDIA on LinkedIn: https://www.linkedin.com/company/nvidia/
NVIDIA on Facebook: https://www.facebook.com/NVIDIA/
NVIDIA on GitHub: https://github.com/NVIDIA
Nemotron: https://developer.nvidia.com/nemotron
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OUTLINE:
(00:00) – Introduction
(00:26) – Sponsors, Comments, and Reflections
(06:34) – Extreme co-design and rack-scale engineering
(09:20) – How Jensen runs NVIDIA
(28:41) – AI scaling laws
(43:41) – Biggest blockers to AI scaling laws
(45:25) – Supply chain
(47:20) – Memory
(53:25) – Power
(58:45) – Elon and Colossus
(1:02:13) – Jensen’s approach to engineering and leadership
(1:07:38) – China
(1:15:51) – TSMC and Taiwan
(1:21:06) – NVIDIA’s moat
(1:26:43) – AI data centers in space
(1:30:31) – Will NVIDIA be worth $10 trillion?
(1:40:40) – Leadership under pressure
(1:54:26) – Video games
(2:01:18) – AGI timeline
(2:03:31) – Future of programming
(2:17:02) – Consciousness
(2:23:23) – Mortality
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Clips
Showing 10 of 14Transcript
18 sentencesLex Fridman· Host0:00
The following is a conversation with Jensen Huang, CEO of NVIDIA, one of the most important and influential companies in the history of human civilization. NVIDIA is the engine powering the AI revolution, and a lot of its success can be directly attributed to Jensen's sheer force of will and his many brilliant bets and decisions as a leader, engineer, and innovator. And now, a quick few second mention of a sponsor. Check them out in the description or at lexfridman.com/sponsors. It is in fact the best way to support this podcast. We got Shopify for selling stuff online, LMNT for electrolytes, Fin for customer service AI agents, Quo for a phone system like calls, texts, contacts for your business, and Perplexity for curiosity-driven knowledge exploration. Choose wisely, my friends. And now onto the full ad reads. I try to make them interesting, but if you skip, please still check out our sponsors. I enjoy their stuff. Maybe you will too. To get in touch with me for whatever reason, go to lexfridman.com/contact. All right, let's go. This episode is brought to you by Shopify, a platform designed for anyone to sell anywhere with a great-looking online store. Now, I know it's an incredible platform for selling stuff. It's a mechanism by which you can buy stuff on the internet. But the thing I like to celebrate is the engineering. They just, uh, recently tweeted about, uh, SimGym,