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

Artificial Intelligence by Lex Fridman

Mar 23, 2026Technology

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: See below for timestamps, t...

About This Episode

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution is an episode from Artificial Intelligence by Lex Fridman. Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine po...

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Published Mar 23, 2026, audio available.

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

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: See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: CONTACT LEX: Feedback – give feedback to Lex: AMA – submit questions, videos or call-in: Hiring – join our team: Other – other ways to get in touch: EPISODE LINKS: NVIDIA: NVIDIA on X: NVIDIA AI on X: NVIDIA on YouTube: NVIDIA on Instagram: NVIDIA on LinkedIn: NVIDIA on Facebook: NVIDIA on GitHub: Nemotron: SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to Shopify: Sell stuff online. Go to LMNT: Zero-sugar electrolyte drink mix. Go to Fin: AI agent for customer service. Go to Quo: Phone system (calls, texts, contacts) for businesses. Go to 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: – Apple Podcasts: – Spotify: – RSS: – Podcast Playlist: – Clips Channel:

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#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution is an episode from Artificial Intelligence by Lex Fridman.

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This episode was published on Mar 23, 2026.

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