NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets

In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s supercluster. The conversation also covers Nvidia’s decade-long infrastructure bets, software longevity, and innovations like NVLink. Jensen shares his views on the future of embodied AI, digital employees, and how AI is transforming scientific discovery. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Nvidia Show Notes: 00:00 Introduction 1:22 NVIDIA's 10-year bets 2:28 Outpacing Moore’s Law 3:42 Data centers and NVLink 7:16 Infrastructure flexibility for large-scale training and inference 10:40 Building and optimizing data centers 13:30 Maintaining software and architecture compatibility 15:00 X.AI’s supercluster 18:55 Challenges of super scaling data centers 20:39 AI’s role in chip design 22:23 NVIDIA's market cap surge and company evolution 27:03 Embodied AI 28:33 AI employees 31:25 Impact of AI on science and engineering 35:40 Jensen’s personal use of AI tools