Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
It gives you an example that in fact so many risk architectures, which were beautifully architected,
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
incredibly well-designed by some of the brightest computer scientists in the world, largely failed.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
And so I've given you two examples where one is, you know, one is elegant, the other one is barely aesthetic.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
And so...
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
Yet x86 survived.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
InstallBase is everything.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
InstallBase defines an architecture.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
Everything else is secondary.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
There were other architectures at the time.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
CUDA came out, OpenCL was here.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
There were several other competing architectures.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
But the decision that we made that was good was we said, hey, look, ultimately, it's about InstallBase, and what is the best way we could get a new computing architecture into the world?
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
By that timeframe, GeForce had become successful.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
We were already selling millions and millions of GeForce GPUs a year.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
And we said, you know, we ought to put CUDA on GeForce and put it into every single PC, whether customers use it or not.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
and use it as a starting point of cultivating our install base.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
Meanwhile, we'll go and attract developers and went to universities and wrote books and taught classes and put CUDA everywhere.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
And eventually, people would discover, and at the time, the PC was the primary computing vehicle.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
There was no cloud, and we could put a supercomputer in the hands of every researcher in school, every scientist, every engineer in school, every student in school, and eventually, something amazing will happen.
Lex Fridman Podcast
#494 โ Jensen Huang: NVIDIA โ The $4 Trillion Company & the AI Revolution
Well, the problem was CUDA increased our cost