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

Mar 23, 2026 0

About this episode

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: <a href="https://lexfridman.com/sponsors/ep494-sc">https://lexfridman.com/sponsors/ep494-sc</a> See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: <a href="https://lexfridman.com/jensen-huang-transcript">https://lexfridman.com/jensen-huang-transcript</a> CONTACT LEX: Feedback – give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a> AMA – submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a> Hiring – join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a> Other – other ways to get in touch: <a href="https://lexfridman.com/contact">https://lexfridman.com/contact</a> EPISODE LINKS: NVIDIA: <a href="https://nvidia.com">https://nvidia.com</a> NVIDIA on X: <a href="https://x.com/nvidia">https://x.com/nvidia</a> NVIDIA AI on X: <a href="https://x.com/NVIDIAAI">https://x.com/NVIDIAAI</a> NVIDIA on YouTube: <a href="https://youtube.com/@nvidia">https://youtube.com/@nvidia</a> NVIDIA on Instagram: <a href="https://www.instagram.com/nvidia/">https://www.instagram.com/nvidia/</a> NVIDIA on LinkedIn: <a href="https://www.linkedin.com/company/nvidia/">https://www.linkedin.com/company/nvidia/</a> NVIDIA on Facebook: <a href="https://www.facebook.com/NVIDIA/">https://www.facebook.com/NVIDIA/</a> NVIDIA on GitHub: <a href="https://github.com/NVIDIA">https://github.com/NVIDIA</a> Nemotron: <a href="https://developer.nvidia.com/nemotron">https://developer.nvidia.com/nemotron</a> SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to <a href="https://lexfridman.com/s/perplexity-ep494-sc">https://perplexity.ai/</a> Shopify: Sell stuff online. Go to <a href="https://lexfridman.com/s/shopify-ep494-sc">https://shopify.com/lex</a> LMNT: Zero-sugar electrolyte drink mix. Go to <a href="https://lexfridman.com/s/lmnt-ep494-sc">https://drinkLMNT.com/lex</a> Fin: AI agent for customer service. Go to <a href="https://lexfridman.com/s/fin-ep494-sc">https://fin.ai/lex</a> Quo: Phone system (calls, texts, contacts) for businesses. Go to <a href="https://lexfridman.com/s/quo-ep494-sc">https://quo.com/lex</a> 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: – Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a> – Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a> – Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a> – RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a> – Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a> – Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a>

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#494 – Jensen Huang: NVIDIA &#8211; The $4 Trillion Company &#038; the AI Revolution

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