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4Jensen 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:
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EPISODE LINKS:
NVIDIA: nvidia.com
NVIDIA on X: x.com
NVIDIA AI on X: x.com
NVIDIA on YouTube: youtube.com
NVIDIA on Instagram: www.instagram.com
NVIDIA on LinkedIn: www.linkedin.com
NVIDIA on Facebook: www.facebook.com
NVIDIA on GitHub: github.com
Nemotron: developer.nvidia.com
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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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