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

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<p>Jensen Huang is the co-founder and CEO of NVIDIA, the world&#8217;s most valuable company and the engine powering the AI computing revolution.<br /> Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep494-sc">https://lexfridman.com/sponsors/ep494-sc</a><br /> See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.</p> <p><b>Transcript:</b><br /> <a href="https://lexfridman.com/jensen-huang-transcript">https://lexfridman.com/jensen-huang-transcript</a></p> <p><b>CONTACT LEX:</b><br /> <b>Feedback</b> &#8211; give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> &#8211; submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <b>Hiring</b> &#8211; join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a><br /> <b>Other</b> &#8211; other ways to get in touch: <a href="https://lexfridman.com/contact">https://lexfridman.com/contact</a></p> <p><b>EPISODE LINKS:</b><br /> NVIDIA: <a href="https://nvidia.com">https://nvidia.com</a><br /> NVIDIA on X: <a href="https://x.com/nvidia">https://x.com/nvidia</a><br /> NVIDIA AI on X: <a href="https://x.com/NVIDIAAI">https://x.com/NVIDIAAI</a><br /> NVIDIA on YouTube: <a href="https://youtube.com/@nvidia">https://youtube.com/@nvidia</a><br /> NVIDIA on Instagram: <a href="https://www.instagram.com/nvidia/">https://www.instagram.com/nvidia/</a><br /> NVIDIA on LinkedIn: <a href="https://www.linkedin.com/company/nvidia/">https://www.linkedin.com/company/nvidia/</a><br /> NVIDIA on Facebook: <a href="https://www.facebook.com/NVIDIA/">https://www.facebook.com/NVIDIA/</a><br /> NVIDIA on GitHub: <a href="https://github.com/NVIDIA">https://github.com/NVIDIA</a><br /> Nemotron: <a href="https://developer.nvidia.com/nemotron">https://developer.nvidia.com/nemotron</a></p> <p><b>SPONSORS:</b><br /> To support this podcast, check out our sponsors &#38; get discounts:<br /> <b>Perplexity:</b> AI-powered answer engine.<br /> Go to <a href="https://lexfridman.com/s/perplexity-ep494-sc">https://perplexity.ai/</a><br /> <b>Shopify:</b> Sell stuff online.<br /> Go to <a href="https://lexfridman.com/s/shopify-ep494-sc">https://shopify.com/lex</a><br /> <b>LMNT:</b> Zero-sugar electrolyte drink mix.<br /> Go to <a href="https://lexfridman.com/s/lmnt-ep494-sc">https://drinkLMNT.com/lex</a><br /> <b>Fin:</b> AI agent for customer service.<br /> Go to <a href="https://lexfridman.com/s/fin-ep494-sc">https://fin.ai/lex</a><br /> <b>Quo:</b> Phone system (calls, texts, contacts) for businesses.<br /> Go to <a href="https://lexfridman.com/s/quo-ep494-sc">https://quo.com/lex</a></p> <p><b>OUTLINE:</b><br /> (00:00) &#8211; Introduction<br /> (00:26) &#8211; Sponsors, Comments, and Reflections<br /> (06:34) &#8211; Extreme co-design and rack-scale engineering<br /> (09:20) &#8211; How Jensen runs NVIDIA<br /> (28:41) &#8211; AI scaling laws<br /> (43:41) &#8211; Biggest blockers to AI scaling laws<br /> (45:25) &#8211; Supply chain<br /> (47:20) &#8211; Memory<br /> (53:25) &#8211; Power<br /> (58:45) &#8211; Elon and Colossus<br /> (1:02:13) &#8211; Jensen&#8217;s approach to engineering and leadership<br /> (1:07:38) &#8211; China<br /> (1:15:51) &#8211; TSMC and Taiwan<br /> (1:21:06) &#8211; NVIDIA&#8217;s moat<br /> (1:26:43) &#8211; AI data centers in space<br /> (1:30:31) &#8211; Will NVIDIA be worth $10 trillion?<br /> (1:40:40) &#8211; Leadership under pressure<br /> (1:54:26) &#8211; Video games<br /> (2:01:18) &#8211; AGI timeline<br /> (2:03:31) &#8211; Future of programming<br /> (2:17:02) &#8211; Consciousness<br /> (2:23:23) &#8211; Mortality</p> <p><b>PODCAST LINKS:</b><br /> &#8211; Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a><br /> &#8211; Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a><br /> &#8211; Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a><br /> &#8211; RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a><br /> &#8211; Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a><br /> &#8211; Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a></p>