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

Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution.

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Transcript:

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EPISODE LINKS:

NVIDIA: nvidia.com

NVIDIA on X: x.com/nvidia

NVIDIA AI on X: x.com/NVIDIAAI

NVIDIA on YouTube: youtube.com/@nvidia

NVIDIA on Instagram: instagram.com/nvidia

NVIDIA on LinkedIn: linkedin.com/company/nvidia

NVIDIA on Facebook: facebook.com/NVIDIA

NVIDIA on GitHub: github.com/NVIDIA

Nemotron: developer.nvidia.com/nemotron

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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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