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

Lex Fridman Podcast

Conversations that explore technology, history, philosophy, physics, mathematics, biology, chemistry, engineering, AI, robotics, programming, music, film, art, sports, psychology, neuroscience, geopolitics, business, economics, religion, astronomy, and the human condition with people from all walks of life.

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>

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://open.spotify.com/episode/0BGcaYvcDPkvBzFmkRI5uY">https://open.spotify.com/episode/0BGcaYvcDPkvBzFmkRI5uY</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 – The $4 Trillion Company & the AI Revolution

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