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

Lex Fridman1,442,331回視聴投稿日: 2026/03/23
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-t... 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:    / @nvidia   NVIDIA on Instagram:   / nvidia   NVIDIA on LinkedIn:   / nvidia   NVIDIA on Facebook:   / 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-e... Shopify: Sell stuff online. Go to https://lexfridman.com/s/shopify-ep49... 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 - 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 PODCAST LINKS: Podcast Website: https://lexfridman.com/podcast Apple Podcasts: https://apple.co/2lwqZIr Spotify: https://open.spotify.com/episode/0BGc... RSS: https://lexfridman.com/feed/podcast/ Podcast Playlist:    • Lex Fridman Podcast   Clips Channel:    / lexclips   SOCIAL LINKS: X: https://x.com/lexfridman Instagram:   / lexfridman   TikTok:   / lexfridman   LinkedIn:   / lexfridman   Facebook:   / lexfridman   Patreon:   / lexfridman   Telegram: https://t.me/lexfridman Reddit:   / lexfridman  

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