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

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

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.

See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.

Transcript:

CONTACT LEX:

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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

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