No Priors: Artificial Intelligence | Technology | Startups
NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Show Notes
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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.
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Show Notes:
Introduction
NVIDIA's 10-year bets
Outpacing Moore’s Law
Data centers and NVLink
Infrastructure flexibility for large-scale training and inference
Building and optimizing data centers
Maintaining software and architecture compatibility
X.AI’s supercluster
Challenges of super scaling data centers
AI’s role in chip design
NVIDIA's market cap surge and company evolution
Embodied AI
AI employees
Impact of AI on science and engineering
Jensen’s personal use of AI tools
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