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Jensen Huang

๐Ÿ‘ค Speaker
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5435 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, hey, come on, let's get in here.

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

I could reason through it just systematically.

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

We started out as an accelerator company.

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

But the problem with accelerators is that the application domain is too narrow.

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

It has the benefit of being incredibly optimized for the job.

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

Any specialist has that benefit.

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

The problem with intense specialization is that, of course, your market reach is narrower.

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

But that's even fine.

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

The problem is the market size also dictates your R&D capacity.

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

And your R&D capacity ultimately dictates the influence and impact that you can possibly have in computing.

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

And so when we first started out as an accelerator, a very specific accelerator, we

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

We always knew that that was going to be our first step.

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

We had to find a way to become accelerated computing.

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

But the problem is when you become a computing company, it's too general purpose and it takes away from your specialization.

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

I connected two words together.

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

there actually have fundamental tension.

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

The better computing company we become, the worse we became as a specialist.

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

The more of a specialist, the less capacity we have to do overall computing.

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

And I connected those two words together on purpose, that the company has to find...

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

That really narrow path, step by step by step, to expand our aperture of computing, but not give up on the most important specialization that we had.