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Lex Fridman

๐Ÿ‘ค Speaker
99904 total appearances
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Lex Fridman Podcast
#494 โ€“ Jensen Huang: NVIDIA โ€“ The $4 Trillion Company & the AI Revolution

There's really serious and complicated security concerns about...

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

when you have such powerful technology, how do you hand over your data so they can do useful stuff, but then there are scary things associated with that, and we as a civilization, as individual people, and as a civilization figuring out how to find that right balance.

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

And NVIDIA put forward Nemo Claw.

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

Yeah, exactly.

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

They install it super easy.

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

So you eloquently explained how we have a long history of blockers that we thought were going to be blockers and we overcame them.

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

But now looking into the future, what do you think might be the blockers?

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

Now that it's clear that agents will be everywhere.

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

So it's obviously we're going to need compute.

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

So what is going to be the blocker for that scaling?

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

So power, that's an interesting one.

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

So the way to try to get around the power blocker is to try to, with the tokens per second per watt, try to make it more and more efficient.

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

Of course, there's the question of how do we get more power?

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

We should also get more power.

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

That's a really complicated one.

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

You've talked about small module nuclear power plants.

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

There's all kinds of ideas for energy.

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

How much does it keep you up at night?

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

the bottlenecks in the supply chain of AI, like ASML with EUV lithography machines, GSMC with advanced packaging, like COOS, and SK Hynix with high bandwidth memory.

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

So you're not just manifesting the future and maybe inspiring NVIDIA, the different engineers of the company, you're manifesting the supply chain of the future.