#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
March 23, 2026
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Show notes
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:
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
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OUTLINE:
() – Introduction
() – Sponsors, Comments, and Reflections
() – Extreme co-design and rack-scale engineering
() – How Jensen runs NVIDIA
() – AI scaling laws
() – Biggest blockers to AI scaling laws
() – Supply chain
() – Memory
() – Power
() – Elon and Colossus
() – Jensen’s approach to engineering and leadership
() – China
() – TSMC and Taiwan
() – NVIDIA’s moat
() – AI data centers in space
() – Will NVIDIA be worth $10 trillion?
() – Leadership under pressure
() – Video games
() – AGI timeline
() – Future of programming
() – Consciousness
() – Mortality
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