<description>&lt;p&gt;Jensen Huang is the co-founder and CEO of NVIDIA, the world&amp;#8217;s most valuable company and the engine powering the AI computing revolution.&lt;br /&gt; Thank you for listening ❤ Check out our sponsors: &lt;a href="https://lexfridman.com/sponsors/ep494-sc"&gt;https://lexfridman.com/sponsors/ep494-sc&lt;/a&gt;&lt;br /&gt; See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.&lt;/p&gt; &lt;p&gt;&lt;b&gt;Transcript:&lt;/b&gt;&lt;br /&gt; &lt;a href="https://lexfridman.com/jensen-huang-transcript"&gt;https://lexfridman.com/jensen-huang-transcript&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;b&gt;CONTACT LEX:&lt;/b&gt;&lt;br /&gt; &lt;b&gt;Feedback&lt;/b&gt; &amp;#8211; give feedback to Lex: &lt;a href="https://lexfridman.com/survey"&gt;https://lexfridman.com/survey&lt;/a&gt;&lt;br /&gt; &lt;b&gt;AMA&lt;/b&gt; &amp;#8211; submit questions, videos or call-in: &lt;a href="https://lexfridman.com/ama"&gt;https://lexfridman.com/ama&lt;/a&gt;&lt;br /&gt; &lt;b&gt;Hiring&lt;/b&gt; &amp;#8211; join our team: &lt;a href="https://lexfridman.com/hiring"&gt;https://lexfridman.com/hiring&lt;/a&gt;&lt;br /&gt; &lt;b&gt;Other&lt;/b&gt; &amp;#8211; other ways to get in touch: &lt;a href="https://lexfridman.com/contact"&gt;https://lexfridman.com/contact&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;b&gt;EPISODE LINKS:&lt;/b&gt;&lt;br /&gt; NVIDIA: &lt;a href="https://nvidia.com"&gt;https://nvidia.com&lt;/a&gt;&lt;br /&gt; NVIDIA on X: &lt;a href="https://x.com/nvidia"&gt;https://x.com/nvidia&lt;/a&gt;&lt;br /&gt; NVIDIA AI on X: &lt;a href="https://x.com/NVIDIAAI"&gt;https://x.com/NVIDIAAI&lt;/a&gt;&lt;br /&gt; NVIDIA on YouTube: &lt;a href="https://youtube.com/@nvidia"&gt;https://youtube.com/@nvidia&lt;/a&gt;&lt;br /&gt; NVIDIA on Instagram: &lt;a href="https://www.instagram.com/nvidia/"&gt;https://www.instagram.com/nvidia/&lt;/a&gt;&lt;br /&gt; NVIDIA on LinkedIn: &lt;a href="https://www.linkedin.com/company/nvidia/"&gt;https://www.linkedin.com/company/nvidia/&lt;/a&gt;&lt;br /&gt; NVIDIA on Facebook: &lt;a href="https://www.facebook.com/NVIDIA/"&gt;https://www.facebook.com/NVIDIA/&lt;/a&gt;&lt;br /&gt; NVIDIA on GitHub: &lt;a href="https://github.com/NVIDIA"&gt;https://github.com/NVIDIA&lt;/a&gt;&lt;br /&gt; Nemotron: &lt;a href="https://developer.nvidia.com/nemotron"&gt;https://developer.nvidia.com/nemotron&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;b&gt;SPONSORS:&lt;/b&gt;&lt;br /&gt; To support this podcast, check out our sponsors &amp;#38; get discounts:&lt;br /&gt; &lt;b&gt;Perplexity:&lt;/b&gt; AI-powered answer engine.&lt;br /&gt; Go to &lt;a href="https://lexfridman.com/s/perplexity-ep494-sc"&gt;https://perplexity.ai/&lt;/a&gt;&lt;br /&gt; &lt;b&gt;Shopify:&lt;/b&gt; Sell stuff online.&lt;br /&gt; Go to &lt;a href="https://lexfridman.com/s/shopify-ep494-sc"&gt;https://shopify.com/lex&lt;/a&gt;&lt;br /&gt; &lt;b&gt;LMNT:&lt;/b&gt; Zero-sugar electrolyte drink mix.&lt;br /&gt; Go to &lt;a href="https://lexfridman.com/s/lmnt-ep494-sc"&gt;https://drinkLMNT.com/lex&lt;/a&gt;&lt;br /&gt; &lt;b&gt;Fin:&lt;/b&gt; AI agent for customer service.&lt;br /&gt; Go to &lt;a href="https://lexfridman.com/s/fin-ep494-sc"&gt;https://fin.ai/lex&lt;/a&gt;&lt;br /&gt; &lt;b&gt;Quo:&lt;/b&gt; Phone system (calls, texts, contacts) for businesses.&lt;br /&gt; Go to &lt;a href="https://lexfridman.com/s/quo-ep494-sc"&gt;https://quo.com/lex&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;b&gt;OUTLINE:&lt;/b&gt;&lt;br /&gt; (00:00) &amp;#8211; Introduction&lt;br /&gt; (00:26) &amp;#8211; Sponsors, Comments, and Reflections&lt;br /&gt; (06:34) &amp;#8211; Extreme co-design and rack-scale engineering&lt;br /&gt; (09:20) &amp;#8211; How Jensen runs NVIDIA&lt;br /&gt; (28:41) &amp;#8211; AI scaling laws&lt;br /&gt; (43:41) &amp;#8211; Biggest blockers to AI scaling laws&lt;br /&gt; (45:25) &amp;#8211; Supply chain&lt;br /&gt; (47:20) &amp;#8211; Memory&lt;br /&gt; (53:25) &amp;#8211; Power&lt;br /&gt; (58:45) &amp;#8211; Elon and Colossus&lt;br /&gt; (1:02:13) &amp;#8211; Jensen&amp;#8217;s approach to engineering and leadership&lt;br /&gt; (1:07:38) &amp;#8211; China&lt;br /&gt; (1:15:51) &amp;#8211; TSMC and Taiwan&lt;br /&gt; (1:21:06) &amp;#8211; NVIDIA&amp;#8217;s moat&lt;br /&gt; (1:26:43) &amp;#8211; AI data centers in space&lt;br /&gt; (1:30:31) &amp;#8211; Will NVIDIA be worth $10 trillion?&lt;br /&gt; (1:40:40) &amp;#8211; Leadership under pressure&lt;br /&gt; (1:54:26) &amp;#8211; Video games&lt;br /&gt; (2:01:18) &amp;#8211; AGI timeline&lt;br /&gt; (2:03:31) &amp;#8211; Future of programming&lt;br /&gt; (2:17:02) &amp;#8211; Consciousness&lt;br /&gt; (2:23:23) &amp;#8211; Mortality&lt;/p&gt; &lt;p&gt;&lt;b&gt;PODCAST LINKS:&lt;/b&gt;&lt;br /&gt; &amp;#8211; Podcast Website: &lt;a href="https://lexfridman.com/podcast"&gt;https://lexfridman.com/podcast&lt;/a&gt;&lt;br /&gt; &amp;#8211; Apple Podcasts: &lt;a href="https://apple.co/2lwqZIr"&gt;https://apple.co/2lwqZIr&lt;/a&gt;&lt;br /&gt; &amp;#8211; Spotify: &lt;a href="https://spoti.fi/2nEwCF8"&gt;https://spoti.fi/2nEwCF8&lt;/a&gt;&lt;br /&gt; &amp;#8211; RSS: &lt;a href="https://lexfridman.com/feed/podcast/"&gt;https://lexfridman.com/feed/podcast/&lt;/a&gt;&lt;br /&gt; &amp;#8211; Podcast Playlist: &lt;a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4"&gt;https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4&lt;/a&gt;&lt;br /&gt; &amp;#8211; Clips Channel: &lt;a href="https://www.youtube.com/lexclips"&gt;https://www.youtube.com/lexclips&lt;/a&gt;&lt;/p&gt;</description>

Lex Fridman Podcast

Lex Fridman

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

MAR 23, 2026-1 MIN
Lex Fridman Podcast

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

MAR 23, 2026-1 MIN

Description

<p>Jensen Huang is the co-founder and CEO of NVIDIA, the world&#8217;s most valuable company and the engine powering the AI computing revolution.<br /> Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep494-sc">https://lexfridman.com/sponsors/ep494-sc</a><br /> See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.</p> <p><b>Transcript:</b><br /> <a href="https://lexfridman.com/jensen-huang-transcript">https://lexfridman.com/jensen-huang-transcript</a></p> <p><b>CONTACT LEX:</b><br /> <b>Feedback</b> &#8211; give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> &#8211; submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <b>Hiring</b> &#8211; join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a><br /> <b>Other</b> &#8211; other ways to get in touch: <a href="https://lexfridman.com/contact">https://lexfridman.com/contact</a></p> <p><b>EPISODE LINKS:</b><br /> NVIDIA: <a href="https://nvidia.com">https://nvidia.com</a><br /> NVIDIA on X: <a href="https://x.com/nvidia">https://x.com/nvidia</a><br /> NVIDIA AI on X: <a href="https://x.com/NVIDIAAI">https://x.com/NVIDIAAI</a><br /> NVIDIA on YouTube: <a href="https://youtube.com/@nvidia">https://youtube.com/@nvidia</a><br /> NVIDIA on Instagram: <a href="https://www.instagram.com/nvidia/">https://www.instagram.com/nvidia/</a><br /> NVIDIA on LinkedIn: <a href="https://www.linkedin.com/company/nvidia/">https://www.linkedin.com/company/nvidia/</a><br /> NVIDIA on Facebook: <a href="https://www.facebook.com/NVIDIA/">https://www.facebook.com/NVIDIA/</a><br /> NVIDIA on GitHub: <a href="https://github.com/NVIDIA">https://github.com/NVIDIA</a><br /> Nemotron: <a href="https://developer.nvidia.com/nemotron">https://developer.nvidia.com/nemotron</a></p> <p><b>SPONSORS:</b><br /> To support this podcast, check out our sponsors &#38; get discounts:<br /> <b>Perplexity:</b> AI-powered answer engine.<br /> Go to <a href="https://lexfridman.com/s/perplexity-ep494-sc">https://perplexity.ai/</a><br /> <b>Shopify:</b> Sell stuff online.<br /> Go to <a href="https://lexfridman.com/s/shopify-ep494-sc">https://shopify.com/lex</a><br /> <b>LMNT:</b> Zero-sugar electrolyte drink mix.<br /> Go to <a href="https://lexfridman.com/s/lmnt-ep494-sc">https://drinkLMNT.com/lex</a><br /> <b>Fin:</b> AI agent for customer service.<br /> Go to <a href="https://lexfridman.com/s/fin-ep494-sc">https://fin.ai/lex</a><br /> <b>Quo:</b> Phone system (calls, texts, contacts) for businesses.<br /> Go to <a href="https://lexfridman.com/s/quo-ep494-sc">https://quo.com/lex</a></p> <p><b>OUTLINE:</b><br /> (00:00) &#8211; Introduction<br /> (00:26) &#8211; Sponsors, Comments, and Reflections<br /> (06:34) &#8211; Extreme co-design and rack-scale engineering<br /> (09:20) &#8211; How Jensen runs NVIDIA<br /> (28:41) &#8211; AI scaling laws<br /> (43:41) &#8211; Biggest blockers to AI scaling laws<br /> (45:25) &#8211; Supply chain<br /> (47:20) &#8211; Memory<br /> (53:25) &#8211; Power<br /> (58:45) &#8211; Elon and Colossus<br /> (1:02:13) &#8211; Jensen&#8217;s approach to engineering and leadership<br /> (1:07:38) &#8211; China<br /> (1:15:51) &#8211; TSMC and Taiwan<br /> (1:21:06) &#8211; NVIDIA&#8217;s moat<br /> (1:26:43) &#8211; AI data centers in space<br /> (1:30:31) &#8211; Will NVIDIA be worth $10 trillion?<br /> (1:40:40) &#8211; Leadership under pressure<br /> (1:54:26) &#8211; Video games<br /> (2:01:18) &#8211; AGI timeline<br /> (2:03:31) &#8211; Future of programming<br /> (2:17:02) &#8211; Consciousness<br /> (2:23:23) &#8211; Mortality</p> <p><b>PODCAST LINKS:</b><br /> &#8211; Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a><br /> &#8211; Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a><br /> &#8211; Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a><br /> &#8211; RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a><br /> &#8211; Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a><br /> &#8211; Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a></p>