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Lex Fridman Podcast

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

Lex Fridman Podcast

Lex Fridman

Technology, Society & Culture, Philosophy, Science

4.713.6K Ratings

🗓️ 23 March 2026

⏱️ 152 minutes

🧾️ Download transcript

Summary

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-sc
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Transcript:
https://lexfridman.com/jensen-huang-transcript

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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://perplexity.ai/
Shopify: Sell stuff online.
Go to https://shopify.com/lex
LMNT: Zero-sugar electrolyte drink mix.
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Fin: AI agent for customer service.
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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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Transcript

Click on a timestamp to play from that location

0:00.0

The following is a conversation with Jensen Huang, CEO of Invida,

0:05.7

one of the most important and influential companies in the history of human civilization.

0:11.0

Invita is the engine powering the AI revolution,

0:14.5

and a lot of its success can be directly attributed to Jensen's share force of will

0:19.3

and his many brilliant bets and decisions as a leader,

0:23.5

engineer, and innovator. And now a quick few second mention of a sponsor. Check them out in the

0:29.9

description or at Lexfriedman.com slash sponsors. It is in fact the best way to support this podcast.

0:36.8

We got Shopify for selling stuff online,

0:39.1

Element for Electrolites, Finn for customer service AI agents,

0:43.3

quo for a phone system, like calls, texts, contacts for your business,

0:48.0

and perplexity for curiosity-driven knowledge exploration.

0:52.6

Choose wise to my friends.

0:54.1

And now onto the full ad reads.

0:56.0

I try to make them interesting, but if you skip, please still check out our sponsors. I enjoy

1:00.6

their stuff. Maybe you will too. To get in touch with me, for whatever reason, go to Lexfreyman.com

1:05.5

slash contact. All right. Let's go. This episode is brought to you by Shopify,

1:12.1

a platform designed for anyone to sell anywhere

1:14.4

with a great-looking online store.

1:17.0

Now, I know it's an incredible platform for selling stuff.

1:20.0

It's a mechanism by which you can buy stuff in the internet.

1:23.6

But the thing I like to celebrate is engineering.

1:26.9

They just recently tweeted about SimGim,

...

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