What Jensen Huang thinks about data centers
Co-founder and CEO of NVIDIA since 1993.
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4 dated positions, 2026, in their own words. Our reading of what Jensen Huang has said — not written or endorsed by them.
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Their wordsNow, the second thing is we have to build data centers that gracefully degrade.
↗Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com 9th of 23 in this recording
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Their wordsAnd so when you take these things in combination, I am absolutely certain that the world's GDP is going to accelerate in growth. I'm absolutely certain the percentage of that GDP that will be used for computation will be 100 times more than the past
↗Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com 14th of 23 in this recording
- 2 months earlier
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Their wordsFor example, Excel was written by several hundred engineers. They compiled it. It's pre-recorded and then they distribute it as is for several years. In the case of AI, because it takes into the context, what you asked of it, what's happening in the world, right? Contextual information, it generates every single token for the first time, every time.
↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com 1st of 20 in this recording
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Their wordsThey are all dying for computing capacity. Give me an example for a researcher in any university, a scientist in any company who says got plenty of capacity. Everybody is dying for capacity. And so we have a global multi- company, multi-industry shortage.
↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com 20th of 20 in this recording