Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494
Mar 23, 2026 · 2:25:59
Jensen Huang, CEO of NVIDIA, explains how extreme co-design of GPU, CPU, networking, memory, and power enables AI scaling laws to continue, with pre-training, post-training, test-time, and agentic scaling driving demand for compute. He recounts the risky decision to put CUDA on GeForce, which nearly bankrupted the company but built an irreplaceable install base. Huang argues intelligence is being commoditized, while human character and purpose remain irreplaceable, and predicts AI will create more jobs by elevating roles like radiologists and programmers.
