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CUDA Platform Strategy and Install Base

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Lex Fridman Podcast

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Lex Fridman Podcast

Lex Fridman Podcast · Mar 23, 2026

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

Extreme Co-Design in AI Systems AI Factory Architecture and Rack-Scale Design Scaling Laws: Pre-training, Post-training, Test-time, and Agent Scaling Supply Chain Bottlenecks (TSMC, ASML, HBM Memory)Power Efficiency and Energy Grid Integration