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

He is the man who sell shovels in the Gold rush of AI

Jensen holds more financial and political weight than most countries do.

Linus Torvalds Interview would be interesting.

Wow, the emperor of AI talking to his AI

That jacket gets a lot of use.

He’s not selling hardware. He’s shaping belief systems until the future feels inevitable, then monetizing the path he already locked in.

We live in strange times. Hundreds of millions of people worldwide have no idea what this interview was about.

I respectfully disagree. Jensen himself admits that the odds of agents building a company of Nvidia's complexity are 0%. If a system cannot replicate the multi-disciplinary, long-term strategic reasoning required to build a complex hardware-software ecosystem like Nvidia, it suggests we are still in the era of "Narrow" or "Task-Oriented" AI, rather than "General" AI.

Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep494-sa See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. 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 *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-sa *Shopify:* Sell stuff online. Go to https://lexfridman.com/s/shopify-ep494-sa *LMNT:* Zero-sugar electrolyte drink mix. Go to https://lexfridman.com/s/lmnt-ep494-sa *Fin:* AI agent for customer service. Go to https://lexfridman.com/s/fin-ep494-sa *Quo:* Phone system (calls, texts, contacts) for businesses. Go to https://lexfridman.com/s/quo-ep494-sa

i was in the middle typing a suggestion for evolving with ai in order to not suffer from job loss but Jensen and Lex stated my exact suggestion thanks for the time saved=)