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Jensen Huang: evaluation

23 Mar 2026 Lex Fridman Podcast #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

“Because a computing platform is all about developers. And developers don’t come to a computing platform just because, you know, it could perform something interesting.”

— Jensen Huang

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Speaker
Jensen Huang
Attribution
Verified speaker
Claim type
evaluation
Recorded
23 Mar 2026
Publisher
Lex Fridman Podcast

Transcript context

…For people who don’t know, it turned out to be, spoiler alert, one of the most incredibly brilliant decisions ever made by a company. So, CUDA turned out to be an incredible foundation for computation in this AI infrastructure world. So, so- … just setting the context. It turned out to be a good decision. Yeah, it turned out to have been a good decision. I think the… So, here’s the way it went. So, we invented this thing called CUDA, and it expanded the aperture of applications that we can accelerate with our accelerator. The question is, how do we attract developers to CUDA? Because a computing platform is all about developers. And developers don’t come to a computing platform just because, you know, it could perform something interesting. They come to a computing platform because the install base is large. Because a developer, like anybody else, wants to develop software that reaches a lot of people. So, the install base is, in fact, the single most important part of an architecture. The architecture could attract enormous amounts of criticism. For example, no architecture has ever attracted more criticism than the x86… you know, as a less than elegant architecture, but yet it is the defining architecture of today. It gives you an example that in fact so many RISC architectures which were beautifully architected, incredibly well-designed by some of the brightest computer scientists in the world, largely failed. And so I’ve given you two examples where one is, you know, one is elegant, the other one’s barely aesthetic, and so yet x86 survived and the reason for- Install base is everything.…

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