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

Jensen Huang, CEO of NVIDIA, discusses the company's evolution into an AI factory, emphasizing extreme co-design across the entire technology stack, from chips to data centers. Huang highlights the strategic decision to put CUDA on GeForce, despite initial financial strain, as pivotal for building an install base and fostering developer adoption. He also details NVIDIA's approach to anticipating future AI trends, including agentic systems and the importance of open-source initiatives like Nemotron 3. Huang touches on the significance of relationships and shared visions within the supply chain, as well as the need to address power consumption challenges through efficiency and grid optimization. He reflects on NVIDIA's role in driving economic growth, job creation, and technological leadership for the United States, and shares his perspective on balancing intelligence with humanity in the age of AI.