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

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:*

Transcript for Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494

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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:*
0:00 – Introduction
0:33 – Extreme co-design and rack-scale engineering
3:18 – How Jensen runs NVIDIA
22:40 – AI scaling laws
37:40 – Biggest blockers to AI scaling laws
39:23 – Supply chain
41:18 – Memory
47:24 – Power
52:43 – Elon and Colossus
56:11 – Jensen’s approach to engineering and leadership
1:01:37 – China
1:09:50 – TSMC and Taiwan
1:15:04 – NVIDIA’s moat
1:20:41 – AI data centers in space
1:24:30 – Will NVIDIA be worth $10 trillion?
1:34:39 – Leadership under pressure
1:48:25 – Video games
1:55:16 – AGI timeline
1:57:29 – Future of programming
2:11:01 – Consciousness
2:17:22 – Mortality

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