Jensen Huang: NVIDIA The $4 Trillion Company & the AI Revolution
Lex Fridman Podcast
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: lexfridman.com/sponsors/ep494-sc See below for , transcript, and to give feedback, submit questions, contact Lex, etc.
Transcript: lexfridman.com/jensen-huang-transcript
CONTACT LEX: Feedback – give feedback to Lex: lexfridman.com/survey AMA – submit questions, videos or call-in: lexfridman.com/ama Hiring – join our team: lexfridman.com/hiring Other – other ways to get in touch: lexfridman.com/contact
EPISODE LINKS: NVIDIA: nvidia.com NVIDIA on X: @nvidia NVIDIA AI on X: @NVIDIAAI NVIDIA on YouTube: @nvidia NVIDIA on Instagram: @nvidia NVIDIA on LinkedIn: linkedin.com/company/nvidia NVIDIA on Facebook: facebook.com/NVIDIA NVIDIA on GitHub: NVIDIA Nemotron: developer.nvidia.com/nemotron
SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to perplexity.ai Shopify: Sell stuff online. Go to shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to drinkLMNT.com/lex Fin: AI agent for customer service. Go to fin.ai/lex Quo: Phone system (calls, texts, contacts) for businesses. Go to quo.com/lex
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: lexfridman.com/podcast – Apple Podcasts: apple.co/2lwqZIr – Spotify: spoti.fi/2nEwCF8 – RSS: lexfridman.com/feed/podcast – Podcast Playlist: youtube.com/playlist?list=PLrAXtmErZg... – Clips Channel: youtube.com/lexclips
Raw Description
<p>Jensen Huang is the co-founder and CEO of NVIDIA, the world’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> – give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> – submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <b>Hiring</b> – join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a><br /> <b>Other</b> – 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 & 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) – Introduction<br /> (00:26) – Sponsors, Comments, and Reflections<br /> (06:34) – Extreme co-design and rack-scale engineering<br /> (09:20) – How Jensen runs NVIDIA<br /> (28:41) – AI scaling laws<br /> (43:41) – Biggest blockers to AI scaling laws<br /> (45:25) – Supply chain<br /> (47:20) – Memory<br /> (53:25) – Power<br /> (58:45) – Elon and Colossus<br /> (1:02:13) – Jensen’s approach to engineering and leadership<br /> (1:07:38) – China<br /> (1:15:51) – TSMC and Taiwan<br /> (1:21:06) – NVIDIA’s moat<br /> (1:26:43) – AI data centers in space<br /> (1:30:31) – Will NVIDIA be worth $10 trillion?<br /> (1:40:40) – Leadership under pressure<br /> (1:54:26) – Video games<br /> (2:01:18) – AGI timeline<br /> (2:03:31) – Future of programming<br /> (2:17:02) – Consciousness<br /> (2:23:23) – Mortality</p> <p><b>PODCAST LINKS:</b><br /> – Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a><br /> – Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a><br /> – Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a><br /> – RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a><br /> – Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a><br /> – Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a></p>
Chapters (1/22)
Show Notes
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: lexfridman.com/sponsors/ep494-sc See below for , transcript, and to give feedback, submit questions, contact Lex, etc.
Transcript: lexfridman.com/jensen-huang-transcript
CONTACT LEX: Feedback – give feedback to Lex: lexfridman.com/survey AMA – submit questions, videos or call-in: lexfridman.com/ama Hiring – join our team: lexfridman.com/hiring Other – other ways to get in touch: lexfridman.com/contact
EPISODE LINKS: NVIDIA: nvidia.com NVIDIA on X: @nvidia NVIDIA AI on X: @NVIDIAAI NVIDIA on YouTube: @nvidia NVIDIA on Instagram: @nvidia NVIDIA on LinkedIn: linkedin.com/company/nvidia NVIDIA on Facebook: facebook.com/NVIDIA NVIDIA on GitHub: NVIDIA Nemotron: developer.nvidia.com/nemotron
SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to perplexity.ai Shopify: Sell stuff online. Go to shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to drinkLMNT.com/lex Fin: AI agent for customer service. Go to fin.ai/lex Quo: Phone system (calls, texts, contacts) for businesses. Go to quo.com/lex
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: lexfridman.com/podcast – Apple Podcasts: apple.co/2lwqZIr – Spotify: spoti.fi/2nEwCF8 – RSS: lexfridman.com/feed/podcast – Podcast Playlist: youtube.com/playlist?list=PLrAXtmErZg... – Clips Channel: youtube.com/lexclips
Raw Description
<p>Jensen Huang is the co-founder and CEO of NVIDIA, the world’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> – give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> – submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <b>Hiring</b> – join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a><br /> <b>Other</b> – 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 & 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) – Introduction<br /> (00:26) – Sponsors, Comments, and Reflections<br /> (06:34) – Extreme co-design and rack-scale engineering<br /> (09:20) – How Jensen runs NVIDIA<br /> (28:41) – AI scaling laws<br /> (43:41) – Biggest blockers to AI scaling laws<br /> (45:25) – Supply chain<br /> (47:20) – Memory<br /> (53:25) – Power<br /> (58:45) – Elon and Colossus<br /> (1:02:13) – Jensen’s approach to engineering and leadership<br /> (1:07:38) – China<br /> (1:15:51) – TSMC and Taiwan<br /> (1:21:06) – NVIDIA’s moat<br /> (1:26:43) – AI data centers in space<br /> (1:30:31) – Will NVIDIA be worth $10 trillion?<br /> (1:40:40) – Leadership under pressure<br /> (1:54:26) – Video games<br /> (2:01:18) – AGI timeline<br /> (2:03:31) – Future of programming<br /> (2:17:02) – Consciousness<br /> (2:23:23) – Mortality</p> <p><b>PODCAST LINKS:</b><br /> – Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a><br /> – Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a><br /> – Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a><br /> – RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a><br /> – Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a><br /> – Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a></p>
