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Jensen Huang Interview: NVIDIA, AI, Leadership and Consciousness

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 – Introduction 0:33 – Extreme co-design and rack-scale engineering 3:18 – How Jensen runs NVIDIA 22:40 – AI scaling laws 37:40 – Biggest blockers to AI scaling laws 39:23 – Supply chain 41:18 – Memory 47:24 – Power 52:43 – Elon and Colossus 56:11 – Jensen's approach to engineering and leadership 1:01:37 – China 1:09:50 – TSMC and Taiwan 1:15:04 – NVIDIA's moat 1:20:41 – AI data centers in space 1:24:30 – Will NVIDIA be worth $10 trillion? 1:34:39 – Leadership under pressure 1:48:25 – games 1:55:16 – AGI timeline 1:57:29 – Future of programming 2:11:01 – Consciousness 2:17:22 – Mortality

→ View original post on X — @lexfridman, 2026-03-23 16:49 UTC

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