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Jensen Huang

Jensen Huang

@jensen-huang · 86 positions · On ppll ↗

Co-founder and CEO of NVIDIA since 1993.

Jensen Huang did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

Six ideas Jensen Huang's claims keep coming back to. The grouping and the labels are ours; every quote under them is in Jensen Huang's own words.

  1. AI automates tasks rather than purposes, so it grows employment and fills labour shortages
  2. Intelligence scales with compute, and general-purpose computing has given way to accelerated computing
  3. Nvidia's lead rests on its install base, whole-system design and a better architecture every year
  4. Export controls and decoupling do not work, and open source and China are central to AI
  5. AI safety starts with the technology working as advertised, and doom scenarios are overblown
  6. Companies succeed on a founder's deep belief and by building what would not otherwise exist

AI automates tasks rather than purposes, so it grows employment and fills labour shortages

Our label. 11 claims in Jensen Huang's own words.

The narrative that AI destroys jobs is exactly backwards: AI automates tasks, and automation is creating jobs everywhere.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 The evidence would show that and it makes perfect sense that AI and automation is creating jobs everywhere. The narrative about AI destroying jobs is exactly backwards. AI eliminate tasks. AI automates tasks away. But it doesn't necessary doesn't necessarily eliminate jobs. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 31:46 into the videoAll korrents from this video
    Their wordsThe evidence would show that and it makes perfect sense that AI and automation is creating jobs everywhere. The narrative about AI destroying jobs is exactly backwards. AI eliminate tasks. AI automates tasks away. But it doesn't necessary doesn't necessarily eliminate jobs.

    Where this was said

    Watch from 31:46 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Automating a profession's work grows its headcount rather than shrinking it, because the backlog of demand was always the binding constraint.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Turns out paralegals are growing like crazy. And the reason for that is because the backlog of lawsuits is really high, and now these law firms could get a lot more cases through. And in order to do so, you got to hire more people. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 33:33 into the videoAll korrents from this video
    Their wordsTurns out paralegals are growing like crazy. And the reason for that is because the backlog of lawsuits is really high, and now these law firms could get a lot more cases through. And in order to do so, you got to hire more people.

    Where this was said

    Watch from 33:33 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

The doomers said radiology would be the first career to go; a decade later the world is short of radiologists.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 You know, radiology is is going to be the first career to go. Nobody's the world's not going to need any more radiologists. Guess what? But we're short of radiologists. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:13:44 into the videoAll korrents from this video
    Their wordsYou know, radiology is is going to be the first career to go. Nobody's the world's not going to need any more radiologists. Guess what? But we're short of radiologists.

    Where this was said

    Watch from 0:13:44 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Geoffrey Hinton's prediction that AI would take over radiology came true, and the number of radiologists went up anyway.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 and he's absolutely right 100% of radiology applications are now AI powered. That's completely true and in some eight years time it is now completely pervaded uh uh radiology. However, what's interesting is that the number of radiologists increased NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:08:40 into the videoAll korrents from this video
    Their wordsand he's absolutely right 100% of radiology applications are now AI powered. That's completely true and in some eight years time it is now completely pervaded uh uh radiology. However, what's interesting is that the number of radiologists increased

    Where this was said

    Watch from 0:08:40 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

The number of software engineers at NVIDIA will grow, not shrink, because the purpose of a job and the tasks it uses are related but not the same, as radiology already showed.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 The number of software engineers at NVIDIA is gonna grow, not decline. And the reason for that is because the purpose of a software engineer and the task of a software engineer coding are related, not the same. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 2:00:38 into the videoAll korrents from this video
    Their wordsThe number of software engineers at NVIDIA is gonna grow, not decline. And the reason for that is because the purpose of a software engineer and the task of a software engineer coding are related, not the same.

    Where this was said

    Watch from 2:00:38 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

The programmer AI replaces is the one whose purpose is coding itself; an engineer whose purpose is finding problems to solve is not replaceable.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so if the purpose is not coding, if your purpose literally is coding, somebody tells you what to do, you code it. All right? Maybe you're going to get replaced by the AI. But most of our software engineers, all of our software, their goal is to solve problems. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:39:17 into the videoAll korrents from this video
    Their wordsAnd so if the purpose is not coding, if your purpose literally is coding, somebody tells you what to do, you code it. All right? Maybe you're going to get replaced by the AI. But most of our software engineers, all of our software, their goal is to solve problems.

    Where this was said

    Watch from 0:39:17 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

Robots will close a severe and worsening labour shortage rather than take jobs, because ageing economies already cannot find the workers they need.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so I think that I think the first part is that having robotic systems is going to allow us to cover the labor shortage gap which is really really severe and getting worse because of aging population. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:12:30 into the videoAll korrents from this video
    Their wordsAnd so I think that I think the first part is that having robotic systems is going to allow us to cover the labor shortage gap which is really really severe and getting worse because of aging population.

    Where this was said

    Watch from 0:12:30 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

A world of a billion robots will need maintenance crews and hubs the way robotaxis already do, creating the largest repair industry on the planet.

Mental modelEverything decays without maintenance

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And if you look at the robo taxis that are that are even on the streets today, it's taken 10 years for that to happen. Look at all the maintenance crews and all of the the the various, you know, hubs that they're in where you have to take care of these robo taxis and just imagine we have a billion robots. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:13:24 into the videoAll korrents from this video
    Their wordsAnd if you look at the robo taxis that are that are even on the streets today, it's taken 10 years for that to happen. Look at all the maintenance crews and all of the the the various, you know, hubs that they're in where you have to take care of these robo taxis and just imagine we have a billion robots.

    Where this was said

    Watch from 0:13:24 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

Coding is now specification, and the number of people who can do it just went from thirty million to a billion.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 So the question is, how many people could do that? Describe a specification for a computer to go… telling the computer what to go build. How many people? I think we just went from 30 million to probably 1 billion. And so every carpenter in the future will be a coder Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 2:01:45 into the videoAll korrents from this video
    Their wordsSo the question is, how many people could do that? Describe a specification for a computer to go… telling the computer what to go build. How many people? I think we just went from 30 million to probably 1 billion. And so every carpenter in the future will be a coder

    Where this was said

    Watch from 2:01:45 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Between two graduates in any field, he would hire the one who is expert at using AI.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 If we were to hire a new college graduate today, and I have a choice between two, one that has no clue what AI is and one that is expert in using AI, I would hire the one who's expert in using AI. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 2:07:20 into the videoAll korrents from this video
    Their wordsIf we were to hire a new college graduate today, and I have a choice between two, one that has no clue what AI is and one that is expert in using AI, I would hire the one who's expert in using AI.

    Where this was said

    Watch from 2:07:20 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

The simple work gets automated away, but the hard sciences and the places where they intersect never will.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 I think the simple stuff is going to get automated away, but the hard problems, the hard sciences, um physics, chemistry, biology, uh you know, computer science, uh computer engineering, systems thinking, uh you know, all and and particularly the domains that are intersecting, uh those hard problems will never go away. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 41:47 into the videoAll korrents from this video
    Their wordsI think the simple stuff is going to get automated away, but the hard problems, the hard sciences, um physics, chemistry, biology, uh you know, computer science, uh computer engineering, systems thinking, uh you know, all and and particularly the domains that are intersecting, uh those hard problems will never go away.

    Where this was said

    Watch from 41:47 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Intelligence scales with compute, and general-purpose computing has given way to accelerated computing

Our label. 11 claims in Jensen Huang's own words.

Intelligence is going to scale by exactly one thing, and that thing is compute.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so this loop, this cycle, is gonna go on and on and on. It kinda comes down to basically intelligence is gonna scale by one thing, and that's compute. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:28:12 into the videoAll korrents from this video
    Their wordsAnd so this loop, this cycle, is gonna go on and on and on. It kinda comes down to basically intelligence is gonna scale by one thing, and that's compute.

    Where this was said

    Watch from 0:28:12 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Training is no longer limited by data but by compute, because most of the data models learn from is now synthetic.

Mental modelBottlenecks

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 The amount of data that we use to train models is going to continue to scale to the point where we're no longer limited… Training is no longer limited by… Data is now limited by compute. And the reason for that is most of the data is synthetic. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:24:47 into the videoAll korrents from this video
    Their wordsThe amount of data that we use to train models is going to continue to scale to the point where we're no longer limited… Training is no longer limited by… Data is now limited by compute. And the reason for that is most of the data is synthetic.

    Where this was said

    Watch from 0:24:47 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 that was always illogical to me because inference is thinking, and I think thinking is hard. Thinking is way harder than reading. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:25:32 into the videoAll korrents from this video
    Their wordsthat was always illogical to me because inference is thinking, and I think thinking is hard. Thinking is way harder than reading.

    Where this was said

    Watch from 0:25:32 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

After pre-training, post-training and test-time scaling, the fourth scaling law is agentic: multiplying AI by spawning agents, and the whole loop scales on one thing, compute.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so the next scaling law is the agentic scaling law. It's kind of like multiplying AI. Multiplying AI, we could spin off agents as fast as you want to spin off agents. And so, you know, I… You know, I have four scaling laws. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:27:44 into the videoAll korrents from this video
    Their wordsAnd so the next scaling law is the agentic scaling law. It's kind of like multiplying AI. Multiplying AI, we could spin off agents as fast as you want to spin off agents. And so, you know, I… You know, I have four scaling laws.

    Where this was said

    Watch from 0:27:44 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

General-purpose computing has largely run its course; domain-specific acceleration is the way computing keeps scaling.

Mental modelS-curves and diminishing returns

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 the ability for general purpose computing to continue to scale has largely run its course and the only the the not the only way but the the way to do that is through domain specific acceleration Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 1:40:45 into the videoAll korrents from this video
    Their wordsthe ability for general purpose computing to continue to scale has largely run its course and the only the the not the only way but the the way to do that is through domain specific acceleration

    Where this was said

    Watch from 1:40:45 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Moore's law now yields about 25% a year, so 10x and 100x leaps can only come from changing the algorithm and how it is computed, every single year.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 TPUs like anything else is impacted by Moore's law. And we know that Moore's law is increasing about 25% per year. And so the only way to really get 10x leaps, 100x leaps, is to fundamentally change the algorithm and how it's computed every single year. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:22:00 into the videoAll korrents from this video
    Their wordsTPUs like anything else is impacted by Moore's law. And we know that Moore's law is increasing about 25% per year. And so the only way to really get 10x leaps, 100x leaps, is to fundamentally change the algorithm and how it's computed every single year.

    Where this was said

    Watch from 0:22:00 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

The cost of a token is falling by an order of magnitude every year, even as the price of the computers that make them goes up.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 You know, our computer price is going up, but our token generation effectiveness is going up so much faster that token cost is coming down. It's just coming down an order of magnitude every year. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:38:51 into the videoAll korrents from this video
    Their wordsYou know, our computer price is going up, but our token generation effectiveness is going up so much faster that token cost is coming down. It's just coming down an order of magnitude every year.

    Where this was said

    Watch from 0:38:51 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

World GDP growth is certain to accelerate, and the share of GDP spent on computation will be a hundred times what it was, because a computer is now a factory rather than a warehouse.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And 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 · 23 Mar 2026 · 1:29:08 into the videoAll korrents from this video
    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

    Where this was said

    Watch from 1:29:08 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

AI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 The reason why it's infrastructure is because obviously it affects every single application. It's used in every single company. It's used in every single industry every single country. Therefore, it's part infrastructure like energy and and internet. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:06:23 into the videoAll korrents from this video
    Their wordsThe reason why it's infrastructure is because obviously it affects every single application. It's used in every single company. It's used in every single industry every single country. Therefore, it's part infrastructure like energy and and internet.

    Where this was said

    Watch from 0:06:23 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

AI is software that is not pre-recorded: unlike Excel it generates every token for the first time, every time, which is why it needs factories.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 For 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 · 8 Jan 2026 · 0:05:27 into the videoAll korrents from this video
    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.

    Where this was said

    Watch from 0:05:27 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 They 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 · 8 Jan 2026 · 1:10:02 into the videoAll korrents from this video
    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.

    Where this was said

    Watch from 1:10:02 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

Nvidia's lead rests on its install base, whole-system design and a better architecture every year

Our label. 12 claims in Jensen Huang's own words.

The install base is the single most important part of a computing architecture, and everything else about it is secondary.

Mental modelNetwork effects

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 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. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:11:27 into the videoAll korrents from this video
    Their wordsThey 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.

    Where this was said

    Watch from 0:11:27 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

No platform in the world has a better performance-per-total-cost-of-ownership ratio than Nvidia's, and nobody will run the public benchmark to show otherwise.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Nvidia's computing stack is the best performance per TCO in the world, bar none. Nobody can demonstrate to me that any single platform in the world today has better performance TCO ratio. Not one company. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:32:17 into the videoAll korrents from this video
    Their wordsNvidia's computing stack is the best performance per TCO in the world, bar none. Nobody can demonstrate to me that any single platform in the world today has better performance TCO ratio. Not one company.

    Where this was said

    Watch from 0:32:17 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Building an ASIC is not the hard part; building something better than Nvidia is, and that is not easy.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Just because you're going to build an ASIC, you still have to build something better. than Nvidia. And it's not that easy building something better than Nvidia. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:38:07 into the videoAll korrents from this video
    Their wordsJust because you're going to build an ASIC, you still have to build something better. than Nvidia. And it's not that easy building something better than Nvidia.

    Where this was said

    Watch from 0:38:07 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Moving to a custom ASIC does not escape the margin — the ASIC vendor’s margins are nearly as high as Nvidia’s.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so so I think the the ASIC margins are are incredibly good from what I can tell and and they believe it. They believe it so too. And so they're they're quite proud of their their incredible ASIC margins. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:38:56 into the videoAll korrents from this video
    Their wordsAnd so so I think the the ASIC margins are are incredibly good from what I can tell and and they believe it. They believe it so too. And so they're they're quite proud of their their incredible ASIC margins.

    Where this was said

    Watch from 0:38:56 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Nvidia did not build a tensor processing unit — it built accelerated computing, whose market reach no ASIC can match.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Our market reach is far greater than any any TPU can any ASA can possibly have. And so if you look at our position, uh we're the only company that that accelerates applications of all kinds. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:17:37 into the videoAll korrents from this video
    Their wordsOur market reach is far greater than any any TPU can any ASA can possibly have. And so if you look at our position, uh we're the only company that that accelerates applications of all kinds.

    Where this was said

    Watch from 0:17:37 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 because our computers are designed to be operated by other people, anyone who's an operator could buy our systems. Most of these homebuilt systems you have to be your own operator because it was never designed to be flexible enough for other people to operate. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:17:59 into the videoAll korrents from this video
    Their wordsbecause our computers are designed to be operated by other people, anyone who's an operator could buy our systems. Most of these homebuilt systems you have to be your own operator because it was never designed to be flexible enough for other people to operate.

    Where this was said

    Watch from 0:17:59 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so our expertise um helps our our our um uh our AI labs partners get another 2x out of their stack easily. Often times it's not unusual that we you know by the time that we're done optimizing their stack or optimizing a particular kernel their model sped up by 3x 2x 50%. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:31:35 into the videoAll korrents from this video
    Their wordsAnd so our expertise um helps our our our um uh our AI labs partners get another 2x out of their stack easily. Often times it's not unusual that we you know by the time that we're done optimizing their stack or optimizing a particular kernel their model sped up by 3x 2x 50%.

    Where this was said

    Watch from 0:31:35 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

You can bet your entire business on Nvidia shipping a better architecture every single year and your token cost falling by an order of magnitude — no ASIC team can promise that.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Pick your ASIC team where you can say I can bet the farm of I can bet my entire business that you will be here for me every single year. Your cost, your token cost will decrease by an order of magnitude every single year. I can count on it like I can count on the clock. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:55:58 into the videoAll korrents from this video
    Their wordsPick your ASIC team where you can say I can bet the farm of I can bet my entire business that you will be here for me every single year. Your cost, your token cost will decrease by an order of magnitude every single year. I can count on it like I can count on the clock.

    Where this was said

    Watch from 0:55:58 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Computing is not a car market: x86 and ARM persist because ecosystems cost too much time and energy for anyone to replace.

Mental modelLock-in and switching costs

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Computing is not like that. There's a reason why the x86 still exists. There's a reason why ARM is so sticky. These ecosystems, these ecosystems are hard to replace. It costs an enormous amount of time and energy and most people don't want to do it. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 1:20:46 into the videoAll korrents from this video
    Their wordsComputing is not like that. There's a reason why the x86 still exists. There's a reason why ARM is so sticky. These ecosystems, these ecosystems are hard to replace. It costs an enormous amount of time and energy and most people don't want to do it.

    Where this was said

    Watch from 1:20:46 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Blackwell is 50 times Hopper while the transistors themselves improved 75% in three years — the gain is architecture, not lithography.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Between Hopper and Blackwell from the transistors themselves, call it 75%. It was 3 years apart. 75%. Blackwell is 50 times hopper. My point is architecture matters. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 1:32:32 into the videoAll korrents from this video
    Their wordsBetween Hopper and Blackwell from the transistors themselves, call it 75%. It was 3 years apart. 75%. Blackwell is 50 times hopper. My point is architecture matters.

    Where this was said

    Watch from 1:32:32 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Nvidia does not run rival chip architectures in parallel because it simulates them and they come out provably worse.

Mental modelThought experiments

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Yeah, we we could do all of those things. Um it's just not better. And we simulate it all. they're in our simulator provably worse and so we wouldn't do it. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 1:37:10 into the videoAll korrents from this video
    Their wordsYeah, we we could do all of those things. Um it's just not better. And we simulate it all. they're in our simulator provably worse and so we wouldn't do it.

    Where this was said

    Watch from 1:37:10 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Nvidia's suppliers make their investments for Nvidia and nobody else because only Nvidia's downstream demand can absorb what they build.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Now why are they willing to make the investments for me and not someone else and the reason for that is because they know that I have the capacity to buy it buy their supply and sell it through my downstream. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:05:47 into the videoAll korrents from this video
    Their wordsNow why are they willing to make the investments for me and not someone else and the reason for that is because they know that I have the capacity to buy it buy their supply and sell it through my downstream.

    Where this was said

    Watch from 0:05:47 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Export controls and decoupling do not work, and open source and China are central to AI

Our label. 9 claims in Jensen Huang's own words.

Export controls cannot deny China compute: it already manufactures most of the world’s mainstream chips and has some of the world’s best computer scientists.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer scientists. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:59:05 into the videoAll korrents from this video
    Their wordsAnd so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer scientists.

    Where this was said

    Watch from 0:59:05 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Most advances in AI have come from algorithms rather than raw hardware, which makes China's army of AI researchers its fundamental advantage.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 We have got to acknowledge that most of the advanc advances in AI came out of algorithm advances not just the raw hardware. Now if most advances came from algorithms and computer science and programming tell me that their army of AI researchers is not their fundamental advantage. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 1:10:09 into the videoAll korrents from this video
    Their wordsWe have got to acknowledge that most of the advanc advances in AI came out of algorithm advances not just the raw hardware. Now if most advances came from algorithms and computer science and programming tell me that their army of AI researchers is not their fundamental advantage.

    Where this was said

    Watch from 1:10:09 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Decoupling the United States from China is naive: the closer you look, the more deeply coupled the two countries turn out to be.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 the idea of decoupling is naive and the idea of decoupling um for whatever reason philosophical reasons or national security reasons It's just not not it's not based on any common sense and the more you the more deeply you look into it the more the two countries are actually highly coupled. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:59:23 into the videoAll korrents from this video
    Their wordsthe idea of decoupling is naive and the idea of decoupling um for whatever reason philosophical reasons or national security reasons It's just not not it's not based on any common sense and the more you the more deeply you look into it the more the two countries are actually highly coupled.

    Where this was said

    Watch from 0:59:23 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

No country in the world contributes more to open source than China, and American startups are built on what it gives away.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 don't forget China also contributed tremendously to open source. No country in the world contributes more to open source than China. And look at all the startups here in America that were able to benefit from that open source to create the the new startups that are here. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 1:04:05 into the videoAll korrents from this video
    Their wordsdon't forget China also contributed tremendously to open source. No country in the world contributes more to open source than China. And look at all the startups here in America that were able to benefit from that open source to create the the new startups that are here.

    Where this was said

    Watch from 1:04:05 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

China is the fastest-innovating country in the world today, on the strength of its talent, its open-source habit and its ferocious internal competition.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 So you get this rapid, incredible great talent, rapid innovation because of open source and just, you know, the nature of friends, and, and insane competition. Among the company, what emerges is incredible stuff. And so this is the fastest innovating country in the world today Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 1:03:47 into the videoAll korrents from this video
    Their wordsSo you get this rapid, incredible great talent, rapid innovation because of open source and just, you know, the nature of friends, and, and insane competition. Among the company, what emerges is incredible stuff. And so this is the fastest innovating country in the world today

    Where this was said

    Watch from 1:03:47 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Open-source models are fundamentally necessary for most industries, countries and researchers to join the AI revolution at all.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And if everything is proprietary, it's hard to do research and it's hard to innovate on top of, around, with. And so… Open source is fundamentally necessary for many industries to join the AI revolution. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 1:07:37 into the videoAll korrents from this video
    Their wordsAnd if everything is proprietary, it's hard to do research and it's hard to innovate on top of, around, with. And so… Open source is fundamentally necessary for many industries to join the AI revolution.

    Where this was said

    Watch from 1:07:37 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Without open source there would have been no mobile cloud industry, and no modern AI either.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 If not for open source, the mobile cloud industry would have never happened. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 39:58 into the videoAll korrents from this video
    Their wordsIf not for open source, the mobile cloud industry would have never happened.

    Where this was said

    Watch from 39:58 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Every company should be able to build its own AI, and the innovation that comes from that is the point of open source.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 we want we want to encourage everybody and every company to build their own AIs. And and and who knows what innovation will come from the fact that it's open source. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 29:51 into the videoAll korrents from this video
    Their wordswe want we want to encourage everybody and every company to build their own AIs. And and and who knows what innovation will come from the fact that it's open source.

    Where this was said

    Watch from 29:51 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

DeepSeek's paper was the single most important thing Silicon Valley researchers read in years.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 This is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:33:29 into the videoAll korrents from this video
    Their wordsThis is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years.

    Where this was said

    Watch from 0:33:29 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

AI safety starts with the technology working as advertised, and doom scenarios are overblown

Our label. 7 claims in Jensen Huang's own words.

No company is anywhere near a single God AI, and no researcher has any reasonable ability to build one.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And um I don't think any company practically believes they're anywhere near God AI. And nor nor do I do I see any researchers having any reasonable ability to create god AI. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:22:11 into the videoAll korrents from this video
    Their wordsAnd um I don't think any company practically believes they're anywhere near God AI. And nor nor do I do I see any researchers having any reasonable ability to create god AI.

    Where this was said

    Watch from 0:22:11 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

When CEOs and PhDs describe end-of-the-world scenarios to governments, ask whether the purpose of the narrative is regulation that suffocates startups.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Um, you have to ask yourself, you know, what is the purpose of that narrative and what is their what are their intentions and what do they hope? Why are they why are they talking to governments about these things to create regulations to suffocate startups? NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:25:18 into the videoAll korrents from this video
    Their wordsUm, you have to ask yourself, you know, what is the purpose of that narrative and what is their what are their intentions and what do they hope? Why are they why are they talking to governments about these things to create regulations to suffocate startups?

    Where this was said

    Watch from 0:25:18 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

The first part of safety is that the thing works as advertised, not that nobody can misuse it.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 the first part of safety of a car isn't that some person is going to jump into the car and use it as a missile. The first part of the car is it works as advertised. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:27:40 into the videoAll korrents from this video
    Their wordsthe first part of safety of a car isn't that some person is going to jump into the car and use it as a missile. The first part of the car is it works as advertised.

    Where this was said

    Watch from 0:27:40 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

Falling AI costs make AI safer rather than more dangerous, because a cheap AI ends up surrounded by millions of other AIs monitoring it.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 It's exactly the opposite. If the marginal cost of AI is going to go down significantly, that one AI is going to be monitored by millions of AIS. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:28:54 into the videoAll korrents from this video
    Their wordsIt's exactly the opposite. If the marginal cost of AI is going to go down significantly, that one AI is going to be monitored by millions of AIS.

    Where this was said

    Watch from 0:28:54 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

Consumer AI that is right 90% of the time delights people; industrial AI that is right 90% of the time is 100% dissatisfaction.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Because in the case of AI for consumers if it works 90% of the time you're delighted you you're you know you're mind blown. If it works 80% of the time you're satisfied. In the case of most industrial and physical AIs, if it works 90% of the time, nobody cares about that. They only care about the 10% that it fails. NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com · 8 Jan 2026 · 0:51:44 into the videoAll korrents from this video
    Their wordsBecause in the case of AI for consumers if it works 90% of the time you're delighted you you're you know you're mind blown. If it works 80% of the time you're satisfied. In the case of most industrial and physical AIs, if it works 90% of the time, nobody cares about that. They only care about the 10% that it fails.

    Where this was said

    Watch from 0:51:44 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    8 Jan 2026 · video · 1h 16m · spoken · machine transcript

The idea that AI will destroy software and make tools unnecessary is ridiculous: an agent, like a humanoid in your kitchen, will use the tools that already exist.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 You know, a lot of people would say, "You know AI is gonna completely destroy software. We don't need software anymore. We don't even need tools anymore." That's ridiculous. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:33:13 into the videoAll korrents from this video
    Their wordsYou know, a lot of people would say, "You know AI is gonna completely destroy software. We don't need software anymore. We don't even need tools anymore." That's ridiculous.

    Where this was said

    Watch from 0:33:13 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

AI will not commoditise software tools; it will multiply them, because every new agent is another tool user.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 I actually see the opposite of what people see I think the number of agents are going to grow exponentially. The number of tool users are going to grow exponentially and it's very likely that the number of instances of all these tools are going to skyrocket. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:03:18 into the videoAll korrents from this video
    Their wordsI actually see the opposite of what people see I think the number of agents are going to grow exponentially. The number of tool users are going to grow exponentially and it's very likely that the number of instances of all these tools are going to skyrocket.

    Where this was said

    Watch from 0:03:18 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Companies succeed on a founder's deep belief and by building what would not otherwise exist

Our label. 10 claims in Jensen Huang's own words.

What makes a great company is a unique perspective about the world that its founders deeply believe in — not the technology and not even the market.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 one of the things I've always believed believed in is what makes great companies is a unique perspective about the world that you deeply believe in. It's not so much the technology, it's not so much uh the market even. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 6:17 into the videoAll korrents from this video
    Their wordsone of the things I've always believed believed in is what makes great companies is a unique perspective about the world that you deeply believe in. It's not so much the technology, it's not so much uh the market even.

    Where this was said

    Watch from 6:17 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 the the big lesson is that for me is technology is changing all the time, and so long as you're able to confront the reality, so long as you are able to learn, the technology itself actually doesn't matter. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 4:23 into the videoAll korrents from this video
    Their wordsthe the big lesson is that for me is technology is changing all the time, and so long as you're able to confront the reality, so long as you are able to learn, the technology itself actually doesn't matter.

    Where this was said

    Watch from 4:23 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

A CEO is in service of the company, so going deep into the technical weeds is a personality technique rather than a management technique.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 in a lot of ways I think a a CEO is in service of the company, in service of all the people that are working there. And you want to empower them with some insight. And so that's really where it's coming from. It's not so much a management technique, but a personality technique. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 15:21 into the videoAll korrents from this video
    Their wordsin a lot of ways I think a a CEO is in service of the company, in service of all the people that are working there. And you want to empower them with some insight. And so that's really where it's coming from. It's not so much a management technique, but a personality technique.

    Where this was said

    Watch from 15:21 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Shape the company to fit the founder the way an F1 car is fitted to its driver; the next CEO can reshape it after you.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 whatever it takes to fit the car to you whatever it takes to fit the organization to you, that's what you got to do. And the next CEO, whatever the personality is, they can figure it out. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 18:22 into the videoAll korrents from this video
    Their wordswhatever it takes to fit the car to you whatever it takes to fit the organization to you, that's what you got to do. And the next CEO, whatever the personality is, they can figure it out.

    Where this was said

    Watch from 18:22 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Ask "how hard can it be?" rather than forecasting the difficulty, because the work really is harder than you think and the suffering is better taken a day at a time.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 And truth be told, it is way harder than you think. And but you you don't want your mind to be to be there. You want your mind to be, how hard can it be? And let the suffering come to you a little bit at a time. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 46:58 into the videoAll korrents from this video
    Their wordsAnd truth be told, it is way harder than you think. And but you you don't want your mind to be to be there. You want your mind to be, how hard can it be? And let the suffering come to you a little bit at a time.

    Where this was said

    Watch from 46:58 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

Engineer from the physical limits first, then improve, rather than shaving a few days off a 74-day process by continuous improvement.

Mental modelFirst principles

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 I don't love the other methods, which is continuous improvement. The problem with continuous improvement, it… First of all, you should engineer something from first principles at the speed, you know, with speed of light thinking. Limit it only by physical limits, and physics limits. And after that, of course you would improve it over time. Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494youtube.com · 23 Mar 2026 · 0:58:01 into the videoAll korrents from this video
    Their wordsI don't love the other methods, which is continuous improvement. The problem with continuous improvement, it… First of all, you should engineer something from first principles at the speed, you know, with speed of light thinking. Limit it only by physical limits, and physics limits. And after that, of course you would improve it over time.

    Where this was said

    Watch from 0:58:01 plays here

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

    23 Mar 2026 · video · 2h 25m · spoken · official transcript

Nobody can pick winners: Nvidia's own first graphics architecture was precisely wrong, and it would have topped the list of companies expected to fail.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 Nvidia would be the top of that list not to make it. You know, this is long before you, but Nvidia's graphics architecture was precisely wrong. It's not a little bit wrong. We created an architecture that was precisely wrong. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:47:48 into the videoAll korrents from this video
    Their wordsNvidia would be the top of that list not to make it. You know, this is long before you, but Nvidia's graphics architecture was precisely wrong. It's not a little bit wrong. We created an architecture that was precisely wrong.

    Where this was said

    Watch from 0:47:48 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

Nvidia should build only what would not otherwise exist — twenty years of CUDA at a loss is the test, and the world already has plenty of clouds.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 the work that we do with building our our computing platform. If we don't if we don't do it, I genuinely believe it doesn't get done. If we didn't take the risk that we take, if we didn't build MVLink the way we built, if we didn't build the whole stack, if we didn't create the ecosystem the way we did it, if we didn't dedicate ourselves to 20 years of CUDA while losing money most of that time, if we didn't do it, nobody else would have done it. Jensen Huang – Will Nvidia’s moat persist?youtube.com · 15 Apr 2026 · 0:44:23 into the videoAll korrents from this video
    Their wordsthe work that we do with building our our computing platform. If we don't if we don't do it, I genuinely believe it doesn't get done. If we didn't take the risk that we take, if we didn't build MVLink the way we built, if we didn't build the whole stack, if we didn't create the ecosystem the way we did it, if we didn't dedicate ourselves to 20 years of CUDA while losing money most of that time, if we didn't do it, nobody else would have done it.

    Where this was said

    Watch from 0:44:23 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 We we kind of have to live in the future 5 to 10 years because it takes three or so years just to build a system, takes a couple years to ramp it up, and you're dealing and you would like them to be able to use the computer for 10 years after. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 24:24 into the videoAll korrents from this video
    Their wordsWe we kind of have to live in the future 5 to 10 years because it takes three or so years just to build a system, takes a couple years to ramp it up, and you're dealing and you would like them to be able to use the computer for 10 years after.

    Where this was said

    Watch from 24:24 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

The business is not building a great chip; it is accelerating an algorithm domain.

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993 we realized early on uh that it's not about building a great chip, it's about accelerating an algorithm domain. Jensen Huang: The Mindset That Built NVIDIAyoutube.com · 26 Jul 2026 · 6:07 into the videoAll korrents from this video
    Their wordswe realized early on uh that it's not about building a great chip, it's about accelerating an algorithm domain.

    Where this was said

    Watch from 6:07 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript