Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494

Summary

The transcript features a conversation with Jensen Huang, CEO of NVIDIA, discussing the company's evolution from chip-scale to rack-scale design, emphasizing "extreme co-design" across hardware and software components to solve complex distributed AI problems. Huang explains the strategic decision to put CUDA on GeForce GPUs, despite significant financial risk, to build an install base crucial for a computing platform's success, which ultimately laid the foundation for the deep learning revolution.

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