Transcript for Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494 - Lex Fridman
In a transcript of Lex Fridman Podcast #494, NVIDIA CEO Jensen Huang traces the company's path from accelerator maker to $4-trillion giant, recounting how putting CUDA on GeForce consumed the company's gross profits yet built the install base behind the deep-learning revolution. Huang defends scaling laws, extols extreme co-design of racks, chips, and supply chain, praises TSMC and Elon Musk's urgency, discusses China's innovation and OpenClaw, and predicts token costs will keep falling while NVIDIA grows far bigger. Fridman closes the episode by reading Alan Kay's line that the best way to predict the future is to invent it.
