#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution.
Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep494-sc
See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.

Transcript:
https://lexfridman.com/jensen-huang-transcript

CONTACT LEX:
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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

SPONSORS:
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Go to https://perplexity.ai/
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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

PODCAST LINKS:
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