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Jensen Huang

๐Ÿ‘ค Speaker
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5422 total appearances
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Podcast Appearances

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

Both sides want, you know, the best contract as a result.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

The CSPs then have to go down to the utilities and they expect the six nines.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And so I think the first thing is just make sure that all of the customers, the CEOs of the customers realize what they're asking for.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

Now, the second thing is we have to build data centers that gracefully degrade.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And so if the power, if the utility, the grid tells us, listen, we're going to have to back you down to about 80%.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

We're going to say that's no problem at all.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

We're just going to move our workload around.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

We're going to make sure that data is never lost, but we can reduce the computing rate and use less energy.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

The quality of service degrades a little bit.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

For the critical workloads, I shift that somewhere else right away.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

So I don't have that problem.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And so, you know, whichever data center still has 100% uptime.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

Beautifully put.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

So long as it obeys the laws of physics on first principles, I think we're good.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

What was the third thing you were mentioning?

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

So the second thing is the data centers.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And the third thing is we need utilities to also recognize that this is an opportunity.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And instead of saying, look, it's going to take me five years to increase my grid capability, if you're willing to take power of this level of technology,

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

guarantee, I can make them available for you next month and at this price.

Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

And so if utilities also offered more segments of power delivery promises, then I think everybody will figure out what to do with it.