Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494 @lexfridman
Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494  @lexfridman
Uploaded March 2026 | Updated September 2026, 2 weeks ago
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:*
lexfridman.com/jensen-huang-transcript

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*EPISODE LINKS:*
NVIDIA: nvidia.com
NVIDIA on X: https://x.com/nvidia
NVIDIA AI on X: https://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:*
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

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

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