High Signal Podcasts Evidence ledger
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Public evidence record

Jensen Huang

CEO · NVIDIA

Claims
48
Episodes
3
Shows
3
Named items
0

Claim ledger

What Jensen said.

48 transcript-backed records

01 / evaluation

With post-training and reinforcement learning, that entire area is just exploding. So if you want to build on an architecture, building on CUDA makes the most sense because you know the ecosystem is great.

“With post-training and reinforcement learning, that entire area is just exploding. So if you want to build on an architecture, building on CUDA makes the most sense because you know the ecosystem is great.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

04 / belief

I would say my mistake is I didn’t deeply internalize that they really had no other options, that a VC would never put in $5-10 billion of investment into an AI lab with the hopes of it turning out to be Anthropic.

“I would say my mistake is I didn’t deeply internalize that they really had no other options, that a VC would never put in $5-10 billion of investment into an AI lab with the hopes of it turning out to be Anthropic.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

05 / evaluation

But I think having a dialogue and having research dialogue is probably the safest thing to do. This is an area that is glaringly missing because of our current attitude about China as an adversary.

“But I think having a dialogue and having research dialogue is probably the safest thing to do. This is an area that is glaringly missing because of our current attitude about China as an adversary.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

06 / preference

Because the customers make so much money—for example, our software engineers—if I can give them much more responsive tokens so that they’re even more productive than they are today, I would pay for it.

“Because the customers make so much money—for example, our software engineers—if I can give them much more responsive tokens so that they’re even more productive than they are today, I would pay for it.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

07 / recommendation

If you want to operate it for yourself, we obviously have the ability to help you operate it yourself, like we did for Elon with xAI. And because we can enable operators in any company and any industry, you could use it to build a supercomputer for scientific research and drug discovery at Lilly.

“If you want to operate it for yourself, we obviously have the ability to help you operate it yourself, like we did for Elon with xAI. And because we can enable operators in any company and any industry, you could use it to build a supercomputer for scientific research and drug discovery at Lilly.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

10 / evaluation

For example, the United States is scarce on energy, which is the reason why Nvidia has to keep advancing our architecture and do this extreme co-design so that with the few chips that we ship—with the few chips, because the amount of energy is so limited—our throughput per watt is off the charts.

“For example, the United States is scarce on energy, which is the reason why Nvidia has to keep advancing our architecture and do this extreme co-design so that with the few chips that we ship—with the few chips, because the amount of energy is so limited—our throughput per watt is off the charts.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

12 / prediction

That’s fantastic. But in a few years time, I’m making you the prediction that when we want the American tech stack, when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—when our country would like to export, because we would like to export our technology, we would like to export our standards, on that day, I want you and I to have that same conversation again.

“That’s fantastic. But in a few years time, I’m making you the prediction that when we want the American tech stack, when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—when our country would like to export, because we would like to export our technology, we would like to export our standards, on that day, I want you and I to have that same conversation again.”
Speaker
Jensen Huang
Publisher
Dwarkesh Podcast

14 / evaluation

Yeah, thanks for that question. So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.

“Yeah, thanks for that question. So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

17 / belief

I think the things that give me incredible hope is what I see now as possible, and as I extrapolate based on the things that we’re doing, what will very likely happen.

“I think the things that give me incredible hope is what I see now as possible, and as I extrapolate based on the things that we’re doing, what will very likely happen.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

18 / commitment

Now, the odds of 100,000 of those agents building NVIDIA is zero percent. And then, and then the one part that I will, I won’t do and I wanna make sure we all do, is to recognize that people are really worried about their jobs.

“Now, the odds of 100,000 of those agents building NVIDIA is zero percent. And then, and then the one part that I will, I won’t do and I wanna make sure we all do, is to recognize that people are really worried about their jobs.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

21 / belief

” You know, it… That’s the part that I think most people don’t realize is the person who’s gonna be chatting with them, texting them most, is their, is their claws or lobster.

“” You know, it… That’s the part that I think most people don’t realize is the person who’s gonna be chatting with them, texting them most, is their, is their claws or lobster.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

23 / evaluation

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.

“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.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

24 / prediction

Most of the time we’re nowhere near the worst case condition and we’re probably running around, call it 60% of peak. And so 99% of the time, our power grid has excess power, and they’re just sitting idle, but they have to be there sitting idle because just in case, when the time comes, hospitals have to be powered and, you know, infrastructure has to be powered and airports have to run and so on and so forth.

“Most of the time we’re nowhere near the worst case condition and we’re probably running around, call it 60% of peak. And so 99% of the time, our power grid has excess power, and they’re just sitting idle, but they have to be there sitting idle because just in case, when the time comes, hospitals have to be powered and, you know, infrastructure has to be powered and airports have to run and so on and so forth.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

26 / evaluation

CUDA, step by step by step we… Well, the putting CUDA on GeForce, that was a strategic decision that was very, very hard to do, because it cost the company enormous amounts of our profits, and we couldn’t afford it at the time.

“CUDA, step by step by step we… Well, the putting CUDA on GeForce, that was a strategic decision that was very, very hard to do, because it cost the company enormous amounts of our profits, and we couldn’t afford it at the time.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

27 / evaluation

The second thing that you and I just talked about goes beyond CPUs and GPUs and networking chips and scale up switches and scale out switches. And then of course, you gotta include power and cooling and all of that because all these computers are extremely power hungry.

“The second thing that you and I just talked about goes beyond CPUs and GPUs and networking chips and scale up switches and scale out switches. And then of course, you gotta include power and cooling and all of that because all these computers are extremely power hungry.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

28 / evaluation

There were… You know, there’s several other competing architectures. But the thing that… The decision that we made that was good was we said, “Hey, look, ultimately it’s about install base and what is the best way we could get a new computing architecture into the world?

“There were… You know, there’s several other competing architectures. But the thing that… The decision that we made that was good was we said, “Hey, look, ultimately it’s about install base and what is the best way we could get a new computing architecture into the world?”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

29 / evaluation

I don’t think there’s anything about anything that we’re building that would suggest that two different computers being presented with all of exactly the same context would perfo- Of course, it would produce statistically different outcomes, but it’s not because it felt different.

“I don’t think there’s anything about anything that we’re building that would suggest that two different computers being presented with all of exactly the same context would perfo- Of course, it would produce statistically different outcomes, but it’s not because it felt different.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

30 / prediction

It’s a product generation unit. And so when you look at it in that context and then you back into what is NVIDIA’s, what does NVIDIA sh—what does NVIDIA do and how much of that new economics, new industry would we have to benefit t—to address, I think we’re gonna be a lot, lot bigger.

“It’s a product generation unit. And so when you look at it in that context and then you back into what is NVIDIA’s, what does NVIDIA sh—what does NVIDIA do and how much of that new economics, new industry would we have to benefit t—to address, I think we’re gonna be a lot, lot bigger.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

31 / prediction

” Then, of course, I would feel very differently about it, but I think the last five years has given me more confidence than the previous ten years.

“” Then, of course, I would feel very differently about it, but I think the last five years has given me more confidence than the previous ten years.”
Speaker
Jensen Huang
Publisher
Lex Fridman Podcast

37 / belief

At that time, if we realized the pain and suffering, just how vulnerable you’re going to feel, and the challenges that you’re going to endure, the embarrassment and the shame, and the list of all the things that go wrong, I don’t think anybody would start a company.

“At that time, if we realized the pain and suffering, just how vulnerable you’re going to feel, and the challenges that you’re going to endure, the embarrassment and the shame, and the list of all the things that go wrong, I don’t think anybody would start a company.”
Speaker
Jensen Huang
Publisher
Acquired

39 / observation

I want to see it happen in digital biology, so that we can think about biology in a much higher level language, probably a large language model would be the way to make it representable.

“I want to see it happen in digital biology, so that we can think about biology in a much higher level language, probably a large language model would be the way to make it representable.”
Speaker
Jensen Huang
Publisher
Acquired

44 / commitment

When the time came and we realized that deep learning could be really interestingm it was natural for us to go back to the researchers, find every single AI researcher on the planet, and say how can we help you advance your work?

“When the time came and we realized that deep learning could be really interestingm it was natural for us to go back to the researchers, find every single AI researcher on the planet, and say how can we help you advance your work?”
Speaker
Jensen Huang
Publisher
Acquired

46 / commitment

The reason why we needed that emulator is because if you figure out how much money that we have, if we taped out a chip and we got it back from the fab and we started working on our software, by the time that we found all the bugs because we did the software, then we taped out the chip again.

“The reason why we needed that emulator is because if you figure out how much money that we have, if we taped out a chip and we got it back from the fab and we started working on our software, by the time that we found all the bugs because we did the software, then we taped out the chip again.”
Speaker
Jensen Huang
Publisher
Acquired

48 / evaluation

RIVA 128, as I mentioned, the number of smart decisions we made, which are smart to this day, how we design chips is exactly the same to this day, because gosh nobody’s ever done it back then.

“RIVA 128, as I mentioned, the number of smart decisions we made, which are smart to this day, how we design chips is exactly the same to this day, because gosh nobody’s ever done it back then.”
Speaker
Jensen Huang
Publisher
Acquired
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