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

lexfridmanMarch 23, 20262:25:59ai_ml_education

Summary

This video features an interview with Jensen Huang, CEO of NVIDIA, discussing the company's pivotal role in the AI revolution and the future of AI computing. It offers valuable insights into the fundamental technologies, industry landscape, and vision of AI from a leading figure, making it highly useful for educators and students seeking to deeply understand the core concepts and direction of artificial intelligence.

Description

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: https://lexfridman.com/sponsors/ep494-sb See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. *Transcript:* https://lexfridman.com/jensen-huang-transcript *CONTACT LEX:* *Feedback* - give feedback to Lex: https://lexfridman.com/survey *AMA* - submit questions, videos or call-in: https://lexfridman.com/ama *Hiring* - join our team: https://lexfridman.com/hiring *Other* - other ways to get in touch: https://lexfridman.com/contact *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 *SPONSORS:* To support this podcast, check out our sponsors & get discounts: *Perplexity:* AI-powered answer engine. Go to https://lexfridman.com/s/perplexity-ep494-sb *Shopify:* Sell stuff online. Go to https://lexfridman.com/s/shopify-ep494-sb *LMNT:* Zero-sugar electrolyte drink mix. Go to https://lexfridman.com/s/lmnt-ep494-sb *Fin:* AI agent for customer service. Go to https://lexfridman.com/s/fin-ep494-sb *Quo:* Phone system (calls, texts, contacts) for businesses. Go to https://lexfridman.com/s/quo-ep494-sb *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 -