Morpheus

From Lex Fridman Podcast

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

Published
March 23, 2026
Starts at
58:45

Audio is streamed from the publisher.

Chapters

Read from the show notes

  1. 0:00 Introduction
  2. 0:26 Sponsors, Comments, and Reflections
  3. 6:34 Extreme co-design and rack-scale engineering
  4. 9:20 How Jensen runs NVIDIA
  5. 28:41 AI scaling laws
  6. 43:41 Biggest blockers to AI scaling laws
  7. 45:25 Supply chain
  8. 47:20 Memory
  9. 53:25 Power
  10. 58:45 Elon and Colossus
  11. 1:02:13 Jensen’s approach to engineering and leadership
  12. 1:07:38 China
  13. 1:15:51 TSMC and Taiwan
  14. 1:21:06 NVIDIA’s moat
  15. 1:26:43 AI data centers in space
  16. 1:30:31 Will NVIDIA be worth $10 trillion?
  17. 1:40:40 Leadership under pressure
  18. 1:54:26 Video games
  19. 2:01:18 AGI timeline
  20. 2:03:31 Future of programming
  21. 2:17:02 Consciousness
  22. 2:23:23 Mortality

Not from the publisher — times may be approximate.

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]( https://lexfridman.com/sponsors/ep494-sc">https://lexfridman.com/sponsors/ep494-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. **Transcript:** [https://lexfridman.com/jensen-huang-transcript]( https://lexfridman.com/jensen-huang-transcript">https://lexfridman.com/jensen-huang-transcript **CONTACT LEX:** **Feedback** – give feedback to Lex: [https://lexfridman.com/survey]( https://lexfridman.com/survey">https://lexfridman.com/survey **AMA** – submit questions, videos or call-in: [https://lexfridman.com/ama]( https://lexfridman.com/ama">https://lexfridman.com/ama **Hiring** – join our team: [https://lexfridman.com/hiring]( https://lexfridman.com/hiring">https://lexfridman.com/hiring **Other** – other ways to get in touch: [https://lexfridman.com/contact]( https://lexfridman.com/contact">https://lexfridman.com/contact **EPISODE LINKS:** NVIDIA: [https://nvidia.com]( https://nvidia.com">https://nvidia.com NVIDIA on X: [https://x.com/nvidia]( https://x.com/nvidia">https://x.com/nvidia NVIDIA AI on X: [https://x.com/NVIDIAAI]( https://x.com/NVIDIAAI">https://x.com/NVIDIAAI NVIDIA on YouTube: [https://youtube.com/@nvidia]( https://youtube.com/@nvidia">https://youtube.com/@nvidia NVIDIA on Instagram: [https://www.instagram.com/nvidia/]( https://www.instagram.com/nvidia/">https://www.instagram.com/nvidia/ NVIDIA on LinkedIn: [https://www.linkedin.com/company/nvidia/]( https://www.linkedin.com/company/nvidia/">https://www.linkedin.com/company/nvidia/ NVIDIA on Facebook: [https://www.facebook.com/NVIDIA/]( https://www.facebook.com/NVIDIA/">https://www.facebook.com/NVIDIA/ NVIDIA on GitHub: [https://github.com/NVIDIA]( https://github.com/NVIDIA">https://github.com/NVIDIA Nemotron: [https://developer.nvidia.com/nemotron]( https://developer.nvidia.com/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/]( https://lexfridman.com/s/perplexity-ep494-sc">https://perplexity.ai/ **Shopify:** Sell stuff online. Go to [https://shopify.com/lex]( https://lexfridman.com/s/shopify-ep494-sc">https://shopify.com/lex **LMNT:** Zero-sugar electrolyte drink mix. Go to [https://drinkLMNT.com/lex]( https://lexfridman.com/s/lmnt-ep494-sc">https://drinkLMNT.com/lex **Fin:** AI agent for customer service. Go to [https://fin.ai/lex]( https://lexfridman.com/s/fin-ep494-sc">https://fin.ai/lex **Quo:** Phone system (calls, texts, contacts) for businesses. Go to [https://quo.com/lex]( https://lexfridman.com/s/quo-ep494-sc">https://quo.com/lex **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 **PODCAST LINKS:** – Podcast Website: [https://lexfridman.com/podcast]( https://lexfridman.com/podcast">https://lexfridman.com/podcast – Apple Podcasts: [https://apple.co/2lwqZIr]( https://apple.co/2lwqZIr">https://apple.co/2lwqZIr – Spotify: [https://spoti.fi/2nEwCF8]( https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8 – RSS: [https://lexfridman.com/feed/podcast/]( https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/ – Podcast Playlist: [https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4]( https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4 – Clips Channel: [https://www.youtube.com/lexclips]( https://www.youtube.com/lexclips">https://www.youtube.com/lexclips