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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

And so when you look at it in that context, and then you back into what does NVIDIA do and how much of that

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

new economics, new industry would we have to benefit to address?

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

I think we're going to be a lot, lot bigger.

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

And then the rest of it to me is, is it possible for NVIDIA to be a $3 trillion revenues company in the near future?

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

The answer is of course, yes.

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

And the reason for that

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

It's because it's not limited by any physical limits.

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

There's nothing that I see that says, you know, gosh, $3 trillion is not possible.

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

And as it turns out, NVIDIA supply chain is the burden is shared by 200 companies.

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

And the fact that we scale out on the backs of with the partnership of this ecosystem, the question is, do we have the energy to do so?

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

And surely we will have the energy to do so.

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

And so all of these things combined, that number is just a number.

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

And I still remember NVIDIA was the first time we crossed a billion dollars.

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

I was reminded of a CEO who told me, you know, Jensen, it's theoretically impossible for a fabulous semiconductor company to exceed a billion dollars.

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

And I won't bore you with why, but of course it's illogical and there's a lot of evidence we're not.

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

Then somebody told me, Jensen, you'll never be more than $25 billion because of some other company.

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

Those aren't first principle reason thinking.

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

The simple way to think about that is, what is it that we make and how large is the opportunity that we can create?

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

Now, Nvidia is not in the market share business.

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

Almost everything that I just talked about don't exist.